OC
Oyinka M. Coakley
TEP FINANCIAL SOLUTIONS LLC
Davie, FL 33024
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CRD#: 7676033
OC
Professional summary
Oyinka Monique Coakley, who also goes by Oyinka Monique Harris, is a registered financial advisor currently at TEP FINANCIAL SOLUTIONS LLC located in Davie, Florida.
Oyinka is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Oyinka has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Oyinka Monique Harris
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.
COA CONSULTING SERVICES LLC - Not investment related - 6844 Stirling Road, Hollywood, FL 33024 - Accounting and business consulting services - Position/Title/Relationship: Owner - Start Date: 11/2021 - Number of Hours Total: 20 hours per month - Number of Hours During Trading Hours: 1 hour per day - Duties: Performing accounting, business consulting and training services COA VENTURES LLC - Not investment related - 6844 Stirling Road, Hollywood, FL 33024 - Event venue operator - Position/Title/Relationship: Owner - Start Date: 4/2020 - Number of Hours Total: 80 hours per month - Number of Hours During Trading Hours: 2 hours per day - Duties: Management of venue rentals STADIUM 1 SOFTWARE LLC - Not investment related - 1025 Gateway Blvd #303-509, Boynton Beach, FL 33426 - Development and sales of compute software - Position/Title/Relationship: Director of Accounting - Start Date: 12/2008 - Number of Hours Total: 10 hours per month - Number of Hours During Trading Hours: 1 hour per day - Duties: Performing accounting services BROWARD COLLEGE - Not investment related - 1000 Coconut Creek Blvd, Coconut Creek, FL 33066 - State college - Position/Title/Relationship: Associate Professor - Start Date: 05/2007 - Number of Hours Total: 20 hours per month - Number of Hours During Trading Hours: 5 hours per day - Duties: Teaching accounting
CRS (Client Relationship Summary) - RIA
Click below to view Oyinka Monique Coakley'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
May 26, 2023 - Present
TEP FINANCIAL SOLUTIONS LLC
Office #1: 6844 Stirling Road, Davie, FL 33024RIA
CRD#: 324653
Davie, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(5/26/2023)
Current Firm
TF
TEP FINANCIAL SOLUTIONS LLC
TEP FINANCIAL SOLUTIONS LLC
CRD#: 324653 / SEC#:
Florida
Registered Investment Advisory firm - (5/26/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6844 Stirling Road, Davie, FL 33024
Mailing Address
Phone number
(954) 393-0310
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 337,497 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TEP FINANCIAL SOLUTIONS LLC
CRD#: 324653Davie, FL 33024TRUST BUT VERIFY
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