Andrew Coughlin
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCAug 2025 to now
- The Summit Federal CuAug 2025 to now
- Massmutual Life Insurance CoAug 2023 to Aug 2025
- MML Investors Services, LLCAug 2023 to Aug 2025
- Comfort Windows Co, Inc.Feb 2019 to Sep 2022
- Utica City FcSep 2018 to Jul 2025
- Syracuse Development AcademyJul 2016 to Mar 2019
- Ian Mcintyre Soccer Inc.Apr 2016 to Nov 2018
- Syracuse Pro Sports-syracuse Silver KnightsJan 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7791825
- Firm CRD
- 6413