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David Robert Coughlin

Secure Asset Management, LLC

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About David Robert Coughlin

David R. Coughlin is a financial advisor registered with Secure Asset Management, LLC based in Orange Park, Florida. David has been in the financial industry since December 1991 and has a broad range of experience. David has a proven track record of helping clients reach their financial goals.

Firm Information

David Coughlin is currently registered with Secure Asset Management, LLC. Secure Asset Management, LLC is an investment advisor based in Troy, MI. The firm offers financial planning, portfolio management for individuals, and pension consulting services. They have a team of 24 licensed agents, 48 investment advisor representatives, and 26 registered representatives. Their regulatory assets under management total over $890 million, primarily serving high-net-worth individuals and individuals other than high-net-worth individuals.
Secure Asset Management, LLC

2565 WEST MAPLE RD

TROY, MI 48084

$890.03M

Assets Under Management

Not reported

Total Clients

41

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor for 3rd party money managers

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David Coughlin’s Registration & Firm History

FL

08/10/2024 - Present

Secure Asset Management, LLC (Orange Park FL)

CA

10/16/2017 - 08/01/2024

SCF SECURITIES, INC. (SAN DIEGO CA)

FL

01/23/2009 - 10/16/2017

SECURITIES AMERICA, INC. (ORANGE PARK FL)

CA

05/05/1999 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)

MA

12/09/1991 - 05/21/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

12/09/1991 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 01/10/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1992

Series 7 - General Securities Representative Examination

BC

Issued 12/05/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Robert Coughlin.
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