Douglas Charles Coppola

Employer firm

Crown Wealth Group LLC CRD 299732

$502M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES/ESTATE PLANNING

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

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

Current Employers

Employment History

• 11/2011 → 09/2019
  Client First Advisors, Llc
  Chapel Hill, NC
• 09/2019 → Present
  Crown Wealth Group Llc
  Chapel Hill, NC

Previous Registrations

• 2011-11-01 → 2019-10-01
  Client First Advisors, Llc
  Chapel Hill, NC
  Mount Pleasant, SC
• 2009-01-12 → 2011-11-03
  Raymond James Financial Services Advisors, Inc
  Chapel Hill, NC
• 2005-05-20 → 2009-01-12
  Raymond James Financial Services, Inc.
  Chapel Hill, NC
• 2002-10-11 → 2004-05-13
  Citigroup Global Markets Inc.
  Florham Park , NJ

Other Businesses

REAL ESTATE: 07/16/2007: HATTERAS, NC: 50% OWNER OF A SUMMER RENTAL PROPERTY. 1 HR. WEEKLY, 0 HRS. DURING TRADING HOURS. Consultant; Investment Consulting; Investment Related: Yes; 50 Saxapahaw Run Chapel Hill NC 27516 USA;Description of the business: There's a Swiss company that Doug has a friend at and they call him for investment ideas. Sometimes they use them, sometimes they don't. They pay him consulting fees for his time.; Responsibilities Duties: There's a Swiss company that Doug has a friend at and they call him for investment ideas. Sometimes they use them, sometimes they don't. They pay him consulting fees for his time.; Start date with business: 2022-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 3

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-14