Christopher Coghlan is a registered investment advisor at LPL Financial LLC, based in Missoula, MT, with 24 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
2207 S 3rd St. W, Missoula, MT, 59801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates Coghlan Financial as a DBA for his LPL business, dedicating full-time hours to it. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley Dw INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations30 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.