HC
Henry R. Coker
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Marietta, GA 30062
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CRD#: 50337
HC
Professional summary
Henry Ryan Coker, who also goes by H Ryan Coker, Ryan H Coker, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Marietta, Georgia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Marietta, Georgia.
Henry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Henry has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
H Ryan Coker | Ryan H Coker
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 08/14/19. 2. ADVISORYSOUTH LLC, 2878 JOHNSON FERRY RD STE 150, MARIETTA, GA, 01/2017. PRINCIPAL, FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-60/WK-40/TRADING. 3. ADVISORY SOUTH HOLDINGS, LLC, 3883 ROGERS BRIDGE RD, STE 201A, SUWANEE, GA, CO-OWNER LLC, 04/01/20, NIR, 0/YR- 0/TRADING 4. ADVISORYSOUTH ADMINISTRATION LLC, 2878 Johnson Ferry Rd, Suite 150, Marietta GA 30062, United States, 03/31/2025, Owner, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 5. FIXED INSURANCE SALES & ADMINISTRATION, 2878 Johnson Ferry Rd, Suite 150, Marietta GA 30062, United States, START DATE 10/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Henry Ryan Coker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 13, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 2878 Johnson Ferry Rd. Ste. 150, Marietta, GA 30062RIA
CRD#: 134139
Marietta, GA
Current
August 13, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2878 Johnson Ferry Rd. Ste. 150, Marietta, GA 30062BD
CRD#: 39543
Marietta, GA
Past
April 27, 2016 - August 14, 2019
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
ATLANTA, GA
Past
June 3, 2005 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ATLANTA, GA
Past
May 31, 2005 - August 14, 2019
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ATLANTA, GA
Past
April 9, 2003 - October 21, 2005
THE BENEFIT COMPANY, INC.
RIA
CRD#: 124083
ATLANTA, GA
Past
March 31, 2003 - June 2, 2005
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ATLANTA, GA
Past
January 29, 1991 - June 2, 2005
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
November 1, 1989 - November 14, 1990
MCCARLEY AND ASSOCIATES, INC.
BD
CRD#: 16128
GREENVILLE, SC
Past
October 14, 1988 - August 23, 1989
WACHOVIA SECURITIES, INC.
BD
CRD#: 431
CHARLOTTE, NC
Past
April 19, 1983 - October 14, 1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
BD
CRD#: 472
Past
October 20, 1980 - January 9, 1984
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
Past
August 20, 1973 - January 9, 1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/13/2019)
RR
Florida(8/13/2019)
RR
Georgia(8/13/2019)
IAR
Georgia(8/14/2019)
RR
New Jersey(8/13/2019)
RR
New York(8/13/2019)
RR
South Carolina(8/13/2019)
RR
Texas(8/13/2019)
IAR
Texas(8/13/2019)
RR
Virginia(4/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/16/1973
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
