Craig Coughlin
Craig Coughlin is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Grand Rapids, MI
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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
Craig is involved with several outside business activities, including C3 Minerals, Coughlin Wealth Management LLC (both non-variable insurance and DBA for LPL business), Safari Land Company, V&L Hydrocarbons, and Moraine Land Company. These activities involve board memberships, business entities for tax/investment purposes, and non-variable insurance, taking minimal time for each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Brokers International Financial Services, LLC.Broker
Brokers Financial
Corecap Advisors
Corecap Investments, LLCBroker
Regulus Advisors, LLCBroker
Regal Investment Advisors LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Raymond James & Associates, INC.Broker
PFS Investments INC.Broker
State Registrations5 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.