Advisor at First Financial Coaching, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Financial Coaching, Inc.
Location
Harlingen, TX 78552
Credentials
Series 65
Industry experience
1 year
Fixed fees for financial analysis or special projects generally range from $250 to $1,000, negotiated and agreed upon in written agreement.
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$150.00 per hour for financial analysis services, negotiated and agreed upon in writing.
Account minimum: No minimum explicitly required by First Financial Coaching, Inc.; however, third-party asset managers (TPAMs) may require minimum account balances which can be reduced or waived at their discretion. Fee-only: Fixed fees for financial analysis services range generally from $250 to $1,000 (may be higher depending on complexity). Hourly fees charged at $150/hour.
First Financial Coaching
2023 - Present (3 years)
Vincero
2023 - 2023 (1 year)
Champion Teamwear
2022 - 2023 (1 year)
EcoPools
2022 - 2022 (1 year)
Rountree Mentoring
2021 - 2022 (1 year)
Bath Planet
2021 - 2021 (1 year)
Bob Mills Furniture
2019 - 2021 (2 years)
Enterprise Rent A Car
2018 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Students for Liberty
2017 - 2018 (1 year)
Gravity Strategic Communications
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Harlingen, TX
Edward Jones
Series 63, Series 65
Harlingen, TX
First Financial Coaching, Inc.
Series 66
Houston, TX
TRB Wealth management, LLC
Series 63, Series 65
Harlingden, TX
First Financial Coaching, Inc.
Series 63, Series 65
Harlingen, TX
Virtue Capital Management, LLC
Series 66
Harlingen, TX
PNC Wealth Management
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