Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Coghlan has been working in the financial services industry since June 15, 2001. Christopher is currently registered with LPL Financial LLC in Montana and Texas. Christopher has a history of working with RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Quick & Reilly, Inc., Morgan Stanley DW Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher holds the Series 7, Series 31, and Series 66 licenses. Christopher has experience in providing financial planning, consulting, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
11/27/2023 - Present
LPL Financial LLC (MISSOULA MT)
MT
09/28/2018 - 11/27/2023
B.B. GRAHAM & COMPANY, INC. (Missoula MT)
MT
03/27/2009 - 10/03/2018
RBC CAPITAL MARKETS, LLC (MISSOULA MT)
MT
04/30/2004 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSOULA MT)
NY
12/07/2001 - 05/08/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/20/2000 - 05/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
09/15/2000 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/15/2000 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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