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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lawrence Coughlan is an investment advisor representative with Beacon Pointe Advisors, LLC. Brian has been in the industry since 1992 and has experience with a variety of firms. Brian is registered with the state of Arizona and holds Series 7, 24, 53 and 65 licenses. Brian provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Brian's current firm, Beacon Pointe Advisors, LLC, is located in Newport Beach, California and specializes in providing financial advice to a variety of clients including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
01/13/2015 - Present
Beacon Pointe Advisors, LLC (SCOTTSDALE AZ)
CA
08/19/1996 - 08/28/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
08/04/1995 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
06/22/1994 - 11/16/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NE
01/17/1994 - 02/16/1994
WATERHOUSE SECURITIES, INC. (OMAHA NE)
MI
09/08/1992 - 01/21/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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