Kevin Coughlin
Kevin Coughlin is a registered investment advisor at Wells Fargo Advisors, based in Johnson City, NY, with 28 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
519 Columbia Dr, Johnson City, NY, 13790
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Kevin is the power of attorney and co-trustee for his mother, both investment-related activities. Kevin also co-owns rental property with his spouse. These activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations38 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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