Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Coughlin is a financial advisor with over 29 years of experience in the industry. Craig is a registered representative with LPL Financial LLC and holds the Series 6, Series 7, and Series 63 licenses. Craig has worked for several financial institutions, including Raymond James & Associates, Inc., PFS Investments Inc., and Corecap Investments, LLC. Craig specializes in providing financial planning, investment management, and other advisory services to individuals, corporations, and charitable organizations. Craig is committed to helping clients achieve their financial goals through a personalized approach.
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.
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2
MI
10/21/2024 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
08/14/2018 - 06/28/2021
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
MI
01/02/2015 - 08/08/2018
REGULUS ADVISORS, LLC (KENTWOOD MI)
MI
02/16/2010 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENTWOOD MI)
MI
03/06/2007 - 02/18/2010
SAGEPOINT FINANCIAL, INC. (KENTWOOD MI)
MI
06/29/2004 - 01/16/2007
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
GA
06/03/1994 - 06/30/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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