Craig Thomas Coughlin
Investment adviser representative at LPL Financial LLC
19 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCOct 2024 to now
- Brokers International Financial ServicesJun 2021 to Oct 2024
- Corecap AdvisorsAug 2018 to Jun 2021
- Corecap InvestmentsAug 2018 to Jun 2021
- Regulus Advisors, LLCJan 2015 to Aug 2018
- Regal Investment Advisors LLCJul 2010 to Aug 2018
- Regal Financial Group, LLCMar 2007 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2489269
- Firm CRD
- 6413