Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Coughlin is a financial advisor at Alpha Capital Family Office, LLC. William has been in the industry for over 10 years and has a broad range of experience in investment advisory services. William is registered as an Investment Advisor Representative in Colorado and Texas. William has passed the Series 3, 7, 31, 63, and 65 exams. William has previous experience at Goldman Sachs & Co. LLC, Highland Capital Funds Distributor, Inc., Nexbank Securities Inc, Citigroup Global Markets Inc., and Citi Private Alternatives, LLC. William offers financial planning and portfolio management for individuals and businesses. William specializes in working with high-net-worth individuals and charitable organizations. William has experience in managing assets for pooled investment vehicles, corporations, and other businesses. William provides consulting and other services to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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CO
07/24/2024 - Present
Alpha Capital Family Office, LLC (GREENWOOD VILLAGE CO)
CO
12/23/2021 - 07/17/2024
CITI PRIVATE ALTERNATIVES, LLC (Denver CO)
CO
12/23/2021 - 07/17/2024
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
TX
01/12/2018 - 12/15/2021
GOLDMAN SACHS & CO. LLC (Dallas TX)
TX
07/20/2015 - 05/25/2017
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
02/29/2016 - 10/07/2016
NEXBANK SECURITIES INC (DALLAS TX)
UT
10/07/2013 - 07/15/2015
GOLDMAN, SACHS & CO. (SALT LAKE CITY UT)
IA
Issued 01/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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