CLIENT FIRST ADVISORS, LLC
CRD #159254 SEC #801-72804 CHAPEL HILL, NC 919 942-7979
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2011
- 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 |
|---|---|---|---|---|
| COPPOLA, MARY JO, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPOLA, MARY JO, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPOLA, MARY JO, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPOLA, MARY JO, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPPOLA, DOUGLAS, CHARLES | I | MANAGING MEMBER | E | Control |
| COPPOLA, DOUGLAS, CHARLES | I | MANAGING MEMBER | E | Control |
| COPPOLA, DOUGLAS, CHARLES | I | MANAGING MEMBER | E | Control |
| COPPOLA, DOUGLAS, CHARLES | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Nov 11, 2011 REGISTERED
Notice Filings (2)
NC NJ
Address
1414 RALEIGH ROADSUITE #427
CHAPEL HILL, NC 27517
United States
Phone: 919 942-7979