Lelia Woodley Coggins

Employer firm

Highland Capital Management, LLC CRD 104842

$3.88B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 401K INVESTMENT MANAGEMENT, PROVISION OF TRADING SIGNALS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 06/2023
  Raymond James And Associates
  Memphis, TN
• 06/2023 → 02/2025
  Southstate|Duncanwilliams
  Memphis, TN
• 02/2025 → Present
  Highland Capital Management, Llc
  Memphis, TN

Previous Registrations

• 2020-09-04 → 2023-06-13
  Raymond James & Associates, Inc.
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-31
• S63 Uniform Securities Agent State Law Examination
  2009-09-04

Other Names

• Lelia E Woodley
• Lelia Elaine Woodley