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J. Richard Coe

Follower of Christ at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Freelance</span>

Intro Book

Seasoned financial advisor with 37 years of experience in investment advisory and asset management.

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Location

Wichita, Kansas, United States, US

Skills

Investment Advisory
Financial Planning
Asset Management
Retirement Planning
Securities
Financial Advisory
Financial Services
Finra
Corporate Finance
Wealth Management
Series 7
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So J. Richard Coe has 37 years of experience in the financial industry, which is a significant amount of time. He has worked with various companies, including Cambridge Investment Research and Coe Financial Services, Inc. His education from the University of Chicago and Macalester College adds prestige. Skills like investment advisory, financial planning, and asset management are in demand. Considering his experience and education, I would estimate his hourly rate to be around $125. This is lower than what top financial advisors with similar experience might charge, but it's still a good rate considering his level of expertise and the fact that he's not a high-level executive. Some financial advisors with similar experience might charge $200-$300 per hour, but Coe's background and skills are more focused on advisory and planning rather than high-level executive roles.

Bio

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Topline AI

J. Richard Coe is a seasoned financial professional with 37 years of experience in investment advisory, financial planning, and asset management. He has worked with various companies, including Cambridge Investment Research, London Pacific Securities, and Coe Financial Services, Inc. Coe holds an MBA from the University of Chicago and a BA from Macalester College.

Experience

Freelance
- Follower of Christ
  - Jun 2020 - Present
  Started the next chapter of my life on June 16, 2020 after completing 3 month transition following the sale of Coe Financial Services.
Coe Financial Services, Inc.
- Owner & President
  - Jun 1983 - Jun 2020
  Financial Planning and Asset Management Services
Cambridge Investment Research
- Registered Principal
  - May 2003 - Jun 2013
  Investment Management
Cambridge Investment Research Advisors
- Investment Advisor Representative
  - May 2003 - Jun 2013
  Investment Management
London Pacific Securities
- Registered Representative
  - Dec 1997 - May 2003
MML Investors Services
- Registered Representative & Investment Specialist
  - Dec 1982 - Dec 1997
Mass Mutual
- Agent
  - Jan 1981 - Dec 1997
First Securities Company of Kansas
- Corporate Finance
  - Jun 1979 - Dec 1980
Continental Illinois National Bank & Trust ...
- Second Vice President
  - Jun 1971 - Jan 1978
  Transportation Division; supervisor of GBS training program

Education

1971 - 1974

The University of Chicago - Booth School of Business

1971 - 1974
1969 - 1971

Macalester College

1969 - 1971
1967 - 1969

Mackinac College

1967 - 1969

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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J. Richard Coe

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate