Donald Coggins
Donald Coggins is a registered investment advisor at LPL Financial LLC, based in Salisbury, NC, with 20 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
2110 Statesville Blvd, Salisbury, NC, 28147
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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
Donald is a timber farmer, dedicating minimal time to cutting timber on personal property. He also operates under the DBAs Coggins Financial Services and Coggins Financial for his LPL business, dedicating full-time hours during securities trading, and works as a musician a few hours per week. Donald is also an Aflac agent, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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