Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dean Coffin is a financial advisor with over 35 years of experience in the financial services industry. Robert has been with Cambridge Investment Research Advisors, Inc. since 2022. Before that, Robert worked at Lincoln Financial Securities Corporation, LPL Financial LLC, SII Investments, Inc., and Ameritas Investment Corp.. Robert holds Series 6, 7, 24, 26, 63, and 65 licenses and has a strong track record of helping clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
01/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (The Villages FL)
NE
03/31/2017 - 09/19/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (YORK NE)
NE
02/28/2014 - 04/12/2017
LPL FINANCIAL LLC (YORK NE)
NE
10/02/1996 - 03/03/2014
SII INVESTMENTS, INC. (YORK NE)
MI
05/08/1994 - 10/01/1996
EQUITY BROKERAGE SERVICES, INC. (NORTHVILLE MI)
NE
12/10/1986 - 04/25/1994
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Coffin is the right advisor for you? Invested Better is here to help.
