Invested Better
Unclaimed

Unclaimed

Unclaimed

Allison Coughlin

Foreside Fund Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Allison? Claim Your Profile

About Allison Coughlin

Allison Coughlin is a registered representative with Foreside Fund Services, LLC. Allison has over 10 years of experience in the financial services industry. Allison holds the Series 3, 7, 7TO and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 32 states.

Firm Information

Allison Coughlin is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Allison Coughlin’s Registration & Firm History

MA

07/26/2021 - Present

Foreside Fund Services, LLC (BOSTON MA)

MA

04/04/2011 - 05/29/2012

PARKER POINT CAPITAL, LLC (SOUTHBOROUGH MA)

Not sure if Allison Coughlin is right for you?

Licenses & Designations

BC

Issued 10/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/24/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2013

Series 3 - National Commodity Futures Examination

BC

Issued 04/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Coughlin.
Not sure if Allison Coughlin is right for you?