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Detailed Report
CRISTEE OLINGER COATES
CRISTEE COATES, CRISTEE OLINGER
CRD#: 1851440
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 1041 S OHIO ST
SALINA, KS 67401
Registration History
199019952000200520102015202020252 FIRMS2021 - Present (3 years)BWADDELL & REED (CRD# 866)1988 - 2021 (33 years)IAWADDELL & REED (CRD# 866)1997 - 2021 (24 years)
License(s)

State Registrations

B
Alaska 10/25/2022
B
Missouri 7/21/2021
B
Arizona 7/21/2021
B
Nebraska 1/25/2022
B
Arkansas 7/21/2021
B
Nevada 7/21/2021
B
Colorado 8/12/2021
B
Oklahoma 7/21/2021
B
Illinois 1/18/2022
B
Texas 7/21/2021
B
Kansas 7/21/2021
IA
Texas 7/21/2021
IA
Kansas 7/21/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
1041 S OHIO ST, SALINA, KS 67401
115 W KANSAS AVE STE B, GREENSBURG, KS 67054
Registered with this firm since 7/21/2021
B
LPL FINANCIAL LLC (CRD#:6413)
1041 S OHIO ST, SALINA, KS 67401
115 W KANSAS AVE STE B, GREENSBURG, KS 67054
Registered with this firm since 7/21/2021
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/01/1997 - 07/21/2021 WADDELL & REED (CRD#:866) GREENSBURG, KS
B
 07/06/1988 - 07/21/2021 WADDELL & REED (CRD#:866) GREENSBURG, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.