COULTER FINANCIAL ADVISORS, INC
CRD #114197 SEC #802-77842 PALM BEACH GARDENS, FL 561-627-6992
State Registered Exempt Reporting
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 25, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COULTER, JACK, BENSON | I | PRESIDENT / SECRETARY / CHIEF COMPLIANCE OFFICER | NA | Control |
| COULTER, JACK, BENSON | I | PRESIDENT / SECRETARY / CHIEF COMPLIANCE OFFICER | NA | Control |
| COULTER, JACK, BENSON | I | PRESIDENT / SECRETARY / CHIEF COMPLIANCE OFFICER | NA | Control |
| COULTER, JACK, BENSON | I | PRESIDENT / SECRETARY / CHIEF COMPLIANCE OFFICER | NA | Control |
| THE MARY LLEW COULTER, REVOCABLE TRUST | I | OWNER | E | |
| THE MARY LLEW COULTER, REVOCABLE TRUST | I | OWNER | E | |
| THE MARY LLEW COULTER, REVOCABLE TRUST | I | OWNER | E | |
| THE MARY LLEW COULTER, REVOCABLE TRUST | I | OWNER | E |
Registrations
Federal
ERA
Mar 25, 2013 REGISTERED
Address
11770 US HIGHWAY ONESUITE 104
PALM BEACH GARDENS, FL 33408
United States
Phone: 561-627-6992