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Courtland Michael Adams

Coign Capital Advisors LLC

Draper, UT

CRD 6792902

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Employer firm

Coign Capital Advisors LLC CRD 171306

$473M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Coign Capital Advisors Llc

12012 South 700 E. Suite 100, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2018-06-25
  • UT RA
    APPROVED
    Since 2018-06-25

Branch Locations

12012 S 700 E #100, Draper, UT 84084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coign Capital Advisors, Llc Draper UT 04/2018 06/2018
Coign Capital Advisors, Llc Draper UT 06/2018 Present
Mountain America Credit Union West Jordan UT 04/2015 03/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-14
  • S65 Uniform Investment Adviser Law Examination
    2018-06-14

View on SEC IAPD

Nearby Firms

NAVIGATE PRIVATE WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer

Nearby Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT

More in Draper, UT

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