Trevor Coe Email & Phone Number
Certified Financial Planner, professional @ Levine Group, LLC
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Trevor Coe Location
- Brentwood, TN, US
Trevor Coe Work
- Certified Financial Planner, professional @ (October 2005 - Present)
- Retirement Plan Administrator @ Midsouth Pension Consultants, LLC (January 2002 - October 2005)
- Advisor Assistant @ (September 1999 - December 2001)
- Runner - Office clerk @ Jack Lyon and Jones (December 1998 - September 1999)
- Hotmill Intern @ (May 1998 - August 1999)
Trevor Coe Education
- Lipscomb University
Finance & Economics (Business Management)
1997-2001
Trevor Coe Skills
- 401k
- Accounting
- Asset Allocation
- Asset Management
- Auditing
- Bonds
- Certified Financial Planner
- Customer Service
- Disability Insurance
- ERISA
- Employee Benefits
- Equities
- Estate Planning
- FINRA
- Finance
- Financial Planners
- Fixed Annuities
- IRAs
- Insurance
- Investments
- Key Person Insurance
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Pensions
- Private Equity
- Process Improvement
- Public Speaking
- Qualified Retirement Plans
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- Sarbanes-Oxley Act
- Securities
- Series 6
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Tax
- Uniform Combined State Law
Trevor Coe Summary
- Trevor Coe, based in Brentwood, TN, US, is currently a Certified Financial Planner, professional at Levine Group, LLC. Trevor Coe brings experience from previous roles at Midsouth Pension Consultants, LLC, Lincoln Financial Advisors, Jack Lyon and Jones and Logan Aluminum. Trevor Coe holds a 1997 - 2001 Finance & Economics in Business Management @ Lipscomb University. With a robust skill set that includes 401k, Accounting, Asset Allocation, Asset Management, Auditing and more. Trevor Coe has 1 emails and 1 mobile phone numbers on RocketReach.
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