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Timothy Crathorne Coughlin

Edgemoor Investment Advisors, Inc.

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About Timothy Crathorne Coughlin

Timothy Coughlin is a financial professional with over 20 years of experience in the industry. Timothy is currently registered with Edgemoor Investment Advisors, Inc. in Washington, DC and holds the Series 66, Series 7 and SIE licenses. Timothy holds a Certified Financial Planner designation and has previously been registered with Integrity Funds Distributor, LLC, Viking Fund Distributors, LLC, and Riggs Securities Inc. Timothy specializes in providing financial planning, portfolio management services for individuals, businesses, and investment companies.

Firm Information

Timothy Coughlin is currently registered with Edgemoor Investment Advisors, Inc.. Edgemoor Investment Advisors, Inc. is an investment advisory firm based in Bethesda, MD. They manage approximately $1.18 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies. The firm provides financial planning and portfolio management services.
Edgemoor Investment Advisors, Inc.

7250 WOODMONT AVENUE

BETHESDA, MD 20814

$1.18B

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Timothy Coughlin’s Registration & Firm History

DC

06/15/2004 - Present

Edgemoor Investment Advisors, Inc. (WASHINGTON DC)

MD

08/13/2009 - 12/01/2014

INTEGRITY FUNDS DISTRIBUTOR, LLC (BETHESDA MD)

MD

09/29/2006 - 08/13/2009

VIKING FUND DISTRIBUTORS, LLC (BETHESDA MD)

DC

07/24/2002 - 12/18/2003

RIGGS SECURITIES INC. (WASHINGTON DC)

DC

12/17/2001 - 07/23/2002

RIGGS INVESTMENT CORP. (WASHINGTON DC)

DC

11/12/1999 - 11/09/2000

RIGGS INVESTMENT CORP. (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 12/29/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Crathorne Coughlin.
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