National Retirement Planning Experts

National Coverage
Local Professionals


Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110


About The William R. Coke Group


With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.

General Information

Firm Start Year



Firm CRD#


Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management


Investment Types

Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Phone, Our Office, Your Home, Video Conference, Your Office, Via Email


Registered Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Compensation and Fees

Fee Structure