Carrie Coghill
Carrie Coghill is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Pittsburgh, PA, with 39 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
Six PPG Place, Suite 730, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carrie is the President and Co-Owner of Coghill Investment Strategies, LLC, spending most of her time there, and also sells fixed insurance. She is also a member of Financial Forerunner, LLC, which manages rental properties, and an author, dedicating minimal time to these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
D.B. Root & Company, INC.
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Shearson Lehman Brothers INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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