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Kerry Ann Coughlin

TPG Capital BD, LLC

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About Kerry Ann Coughlin

Kerry Coughlin is a financial advisor with TPG Capital BD, LLC based in Fort Worth, TX. Kerry has been in the financial industry since December 2002, working with a variety of firms including TSSP BD, LLC, Cowen and Company, and E1 Asset Management, Inc. Kerry holds a Series 63, 62, 24 and SIE licenses. Kerry is registered in Texas and has been with TPG Capital BD, LLC since January 2018.

Firm Information

Kerry Coughlin is currently registered with TPG Capital BD, LLC. TPG Capital BD, LLC is a Limited Liability Company formed in 2007 and approved to operate in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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Kerry Coughlin’s Registration & Firm History

TX

01/09/2018 - Present

TPG Capital BD, LLC (FORT WORTH TX)

TX

08/03/2018 - 05/01/2020

TSSP BD, LLC (Fort Worth TX)

CA

05/21/2013 - 09/06/2017

COWEN AND COMPANY (San Francisco CA)

NY

06/20/2011 - 06/28/2013

COWEN SECURITIES LLC (NEW YORK NY)

NJ

08/05/2002 - 06/17/2011

E1 ASSET MANAGEMENT, INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 09/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2002

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerry Ann Coughlin.
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