Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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