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Christopher Coffin

17 Years of Experience
Austin, TX
Broker

Christopher Coffin is a registered investment advisor at LPL Financial LLC, based in Austin, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1250 Capital of Texas Hwy S, Bldg 3, Ste 400, Ofc 419, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is affiliated with Coffin Financial Group Powered by LPL Financial as an employee model brand name (Linsco by LPL). This activity is not investment related and requires minimal time.

Employment History
Current Registrations
LPL Financial LLC
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - June 2023 · 14 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - June 2023 · 14 yrs 9 mos
State Registrations25 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.