Principal And Producer
Current
Sep 2023 - Present
AeroLeads people directory · profile
Coby Harper Clu Chfc Email & Phone Number
Principal and Producer Helping Professionals integrate all of their financial strategies with their Trusted Advisors
at
Southern Oak Advisory
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Principal and Producer Helping Professionals integrate all of their financial strategies with their Trusted Advisors
Location
Sevierville, Tennessee, United States
Company size
Who is Coby Harper Clu Chfc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Coby Harper Clu Chfc is listed as Principal and Producer Helping Professionals integrate all of their financial strategies with their Trusted Advisors at Southern Oak Advisory, a company with 11 employees, based in Sevierville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Coby Harper Clu Chfc.
Coby Harper Clu Chfc previously worked as Principal and Producer at Southern Oak Advisory and Princpal at Tristar Strategic Group, Llc. Coby Harper Clu Chfc holds Chartered Life Underwriter- 1986 And Chartered Financial Consultant- 1987, Insuarnce And Financial Planning from The American College Of Financial Services.
Company email context
Email format at Southern Oak Advisory
This section adds company-level context without repeating Coby Harper Clu Chfc's masked contact details.
Southern Oak Advisory
Review company-level records connected to Coby Harper Clu Chfc before choosing the right outreach path.
Profile bio
About Coby Harper Clu Chfc
Southern Oak Advisory is a Passionate Lifestyle Practice that provides Financial Advisory, Wealth Management, Retirement and Life Insurance planning services to a select group of Business Owners and Professionals in Tennessee and around the country. Our mission is to help our clients protect their wealth that they have worked so hard to attain.Our commitment to this mission is defined by three reasons we believe our clients choose to work with us.1. When can I afford to retire and focus on my active lifestyle?2, How can I make sure that I never run out of money?3. How can I best support my family and my personal interests?The bottom line for every client relationship is to work collaboratively to instill a sense of confidence, security, and wellbeing.Working with our team, you will have access to some of the largest advanced planning teams that specializes in estate, business, succession, retirement, charitable and wealth management planning that will assist you in achieving your financial goals.If you are interested in working with our team, please give me a call on my cell phone 865-705-1685 or email me at coby@southernoakadvisory.com.
Listed skills include Marketing, Direct Marketing, Email Marketing, Insurance, and 14 others.
Current workplace
Coby Harper Clu Chfc's current company
Company context helps verify the profile and gives searchers a useful next step.
Southern Oak Advisory
7 roles · 51 years
Coby Harper Clu Chfc work experience
A career timeline built from the work history available for this profile.
Princpal
I work primarily with Business Owners, Professionals and Executives in assisting them meet their estate, retirement, long term care, life and disability insurance needs. Included in this process are my client's Attorney, CPA, Investment Adviser, Banker and other Trusted Advisers.
Jul 2018 - Sep 2023
Marketer
The Benefits Group (Tbg), Llc
I developed strategies that met my clients financial, retirement, and estate planning needs through the utilization of life insurance, disability insurance, annuities and retirement plans.
Jan 2002 - Jun 2018
Insurance Agent
Focused on the needs of Executives and Professionals including Buy-Sell Agreements, Key Man coverage, Non-qualified Retirement Plans, Disability Income Insurance and Retirement Plans. I learned the values of joint work with other Advisers.
1995 - 2002
~7 yrs
Insurance Agent
Sold Life Insurance, Disability Insurance and annuities to Baby Boomers.
May 1982 - 1995
Sales
Sold specialized food products to the food industry throughout the Southeastern United States.
1978 - Feb 1982
Purchasing Department Specialist
Purchased leather from various leather manufacturers in the United States to make premium Johnson & Murphy footwear. I learned the values of quality over price.
1975 - 1978
~3 yrs
4 education records
Coby Harper Clu Chfc education
Chartered Life Underwriter- 1986 And Chartered Financial Consultant- 1987, Insuarnce And Financial Planning
Bachelor Of Arts (B.A.), Psychology
High School Diploma, Mathematics, 3.0
Series 6, 63, 7 And 24, Security Licenses
Nasd
FAQ
Frequently asked questions about Coby Harper Clu Chfc
Quick answers generated from the profile data available on this page.
What company does Coby Harper Clu Chfc work for?
Coby Harper Clu Chfc works for Southern Oak Advisory.
What is Coby Harper Clu Chfc's role at Southern Oak Advisory?
Coby Harper Clu Chfc is listed as Principal and Producer Helping Professionals integrate all of their financial strategies with their Trusted Advisors at Southern Oak Advisory.
Where is Coby Harper Clu Chfc based?
Coby Harper Clu Chfc is based in Sevierville, Tennessee, United States while working with Southern Oak Advisory.
What companies has Coby Harper Clu Chfc worked for?
Coby Harper Clu Chfc has worked for Southern Oak Advisory, Tristar Strategic Group, Llc, The Benefits Group (Tbg), Llc, John Hancock, and The Prudential Insurance Company Of America.
Who are Coby Harper Clu Chfc's colleagues at Southern Oak Advisory?
Coby Harper Clu Chfc's colleagues at Southern Oak Advisory include Barbara Agee and Troy Allen, Principal/Partner.
How can I contact Coby Harper Clu Chfc?
You can use AeroLeads to view verified contact signals for Coby Harper Clu Chfc at Southern Oak Advisory, including work email, phone, and LinkedIn data when available.
What schools did Coby Harper Clu Chfc attend?
Coby Harper Clu Chfc holds Chartered Life Underwriter- 1986 And Chartered Financial Consultant- 1987, Insuarnce And Financial Planning from The American College Of Financial Services.
What skills is Coby Harper Clu Chfc known for?
Coby Harper Clu Chfc is listed with skills including Marketing, Direct Marketing, Email Marketing, Insurance, Estate Planning, Retirement Planning, Charitable Gift Planning, and Executive Benefit Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial