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Robert C
Series 63, Series 65
Mt. Vernon, IL
Equitable Advisors
Robert Coats is a financial advisor with Equitable Advisors in Mt. Vernon, IL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and serves as a board member of Stewart Producers Inc. He is also involved with the Mt. Vernon Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm’s approach includes assessing client information and risk tolerance to match clients with advisory programs and third-party asset managers, offering diverse investment options and ERISA fiduciary services through a large network of representatives.
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