Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed L. Coons is an investment advisor representative at LPL Financial LLC. Ted has been in the securities industry since July 22, 1987. Ted is registered with the state of Illinois and Texas. Ted has previously worked at Cetera Advisor Networks LLC and MetLife Securities Inc. Ted’s firm has more than 50 billion dollars in assets under management. The firm has a total of 1910545 accounts with 463475486343 in assets under management. LPL Financial LLC provides a variety of investment advisory services, including financial planning, portfolio management, and consulting.
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.
1
2
IL
09/27/2018 - Present
LPL Financial LLC (WARRENVILLE IL)
IL
02/21/2001 - 10/04/2018
CETERA ADVISOR NETWORKS LLC (WARRENVILLE IL)
MA
07/23/1987 - 02/27/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/23/1987 - 02/27/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ted Coons is the right advisor for you? Invested Better is here to help.
