DC
CFP
DC
CFP

David Robert Coughlin

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
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Location

Orange Park, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David is involved in term life and disability insurance sales, as well as fixed insurance sales. He is also a designated FINRA arbitrator and involved with Coughlin Wealth Management.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
August 2024 - Present · 1 yr 6 mos
Aurora Securities
July 2024 - Present · 1 yr 7 mos
Aurora SecuritiesBroker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Scf Investment Advisors, INC.
October 2017 - August 2024 · 6 yrs 10 mos
Scf Securities, INC.Broker
October 2017 - August 2024 · 6 yrs 10 mos
Securities America, INC.Broker
January 2009 - October 2017 · 8 yrs 9 mos
Securities America Advisors, INC.
January 2009 - October 2017 · 8 yrs 9 mos
Brecek & Young Advisors, INC.
June 2000 - January 2009 · 8 yrs 7 mos
Brecek & Young Advisors, INC.Broker
May 1999 - January 2009 · 9 yrs 8 mos
Signator Investors, INC.Broker
December 1991 - May 1999 · 7 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1991 - May 1997 · 5 yrs 5 mos
State Registrations22 states
ARAZCACTFLGAHIMDMIMNNCNMNVNYSCTXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.