Lelia Woodley Coggins

Highland Capital Management, LLC

16 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Highland Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

11 advisors

Number of Clients

1,044 clients

Average Client Portfolio

$3.4M average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Location

850 Ridge Lake Blvd, Suite 205, Memphis, TN, 38120

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Highland Capital Management, LLC

February 2025 - Present · 1 yr

Previous Registrations

Southstate|duncanwilliams Securities CORP.Broker

June 2023 - February 2025 · 1 yr 8 mos

Raymond James & Associates, INC.

September 2020 - June 2023 · 2 yrs 9 mos

Raymond James & Associates, INC.Broker

June 2015 - June 2023 · 8 yrs

Ftn Financial Securities CORPBroker

May 2009 - March 2015 · 5 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.