CB
CB

Coty Barker

6 Years of Experience
Southaven, MS

Coty Barker is a registered investment advisor at Paladin Wealth Management, based in Southaven, MS, with 6 years of industry experience. Coty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$295K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Southaven, MS

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Coty works as a police officer, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Paladin Wealth Management
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
PFS Investments INC.Broker
July 2022 - December 2022 · 5 mos
Equitable Advisors, LLCBroker
December 2019 - March 2022 · 2 yrs 3 mos
Equitable Advisors, LLC
December 2019 - March 2022 · 2 yrs 3 mos
Royal Alliance Associates, INC.
March 2019 - December 2019 · 9 mos
Royal Alliance Associates, INC.Broker
November 2018 - December 2019 · 1 yr 1 mo
Signator Investors, INC.Broker
October 2018 - November 2018 · 1 mo
State Registrations2 states
MSTN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.