Thomas Coffin
Thomas Coffin is a registered investment advisor at LPL Financial LLC, based in Spokane Valley, WA, with 18 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
1120 N. Mullan Ave, Ste 204, Spokane Valley, WA, 99206
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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
Thomas is an insurance agent selling life, disability, and long-term care insurance, dedicating about a quarter of his time to this activity. He also works as a health and fitness coach for Team Beachbody, spending a few hours per week, and operates Cinergy Financial LLC as a DBA for his LPL business, dedicating more than full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations7 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.