Stratos Wealth Partners Welcomes Financial Advisor Bill Coates to the Sewickley, Grove City, and Morgantown Offices [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
Advisor, serving clients across Western Pennsylvania and Northern West Virginia through its Sewickley and Grove City office locations. Coates brings experience working with individuals, families and business owners to help them navigate financial planning decisions with clarity and purpose. As he strives to simplify complex financial concepts and focus on a client-first approach, Coates aims to ensure that each client's financial strategy aligns with their goals and values. Before joining Stratos Wealth Partners, Coates served as a Financial Advisor with Clear Mountain Bank in Morgantown, West Virginia. He holds his Series 7 and 66 licenses through LPL Financial, earned his MBA from Waynesburg University, and has a bachelor's degree in political science from West Virginia University. Coates also serves on the Waynesburg University Alumni Council and remains active in his community. He and his family reside in Sewickley, Pennsylvania. "Bill's commitment to building strong relatio
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 3
- 12/9/25 - Form 4
- LPLA's page on the SEC website