Advisor at Paladin Wealth Management
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Firm
Paladin Wealth Management
Location
Southaven, MS
Credentials
Series 66
Industry experience
7 years
Coty Barker is a financial advisor at Paladin Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Advisors, Equitable Advisors, and Royal Alliance Associates. In addition to his financial advisory role, Barker serves as a police officer, working approximately 42 hours per week in law enforcement. Paladin Wealth Management provides discretionary portfolio management and standalone financial planning to a range of individual investors, including both non-high-net-worth and high-net-worth clients. The firm employs a variety of investment methods and trading approaches, offers hourly financial planning, and operates with a single-advisor structure.
Based on Paladin Wealth Management
$300 to $3,000 for financial planning
Up to 1.25% annually
$25 to $100 per hour
Southaven, MS
Mississippi · Tennessee
Paladin Wealth Management, LLC
2022 - Present (4 years)
Primerica Advisors
2022 - 2022 (1 year)
Southaven Police Department
2022 - Present (4 years)
Equitable Advisors
2019 - 2022 (3 years)
Royal Alliance Associates
2018 - 2019 (1 year)
Memphis Police Department
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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