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Christopher C
Series 66
Atascadero, CA
SWMG, LLC
Christopher Coates is a financial advisor with SWMG, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked for Blakeslee & Blakeslee Financial Advisers Inc. and has served as a commissioner on the City of San Luis Obispo Revenue Enhancement Oversight Committee. Coates also volunteers as an instructor with Operation Hope in Los Angeles. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities with financial planning, investment management, tax-overlay services, and estate-document preparation. The firm employs third-party model portfolios and unified managed accounts, conducts quarterly portfolio reviews, and integrates technology into client interactions.
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