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Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617-654-2849

About The William R. Coke Group

Mission

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.

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General Information

Firm Start Year

CRD#

1526771

Firm CRD#

79

Work with the following types of clients

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

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

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

Compliance

Registered Representative

Yes

Acknowledged fiduciary

Yes

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 7, Series 66

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

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Additional Detailed Disclosures

https://www.retirementplanning.net/disclosure/1889646/retirementplanning-the-william-r.-coke-group-detailed-disclosure