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William Daniel Coogle

Newbridge Securities Corp.

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About William Daniel Coogle

William Daniel Coogle is a financial advisor currently registered with Newbridge Securities Corp. William's career in the financial services industry began in 1984. William is licensed to provide investment advice in multiple states, including Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Texas. William has a broad range of experience having worked with multiple firms over the course of his career. William Coogle is dedicated to providing clients with a personalized financial plan that meets their specific needs. William has the knowledge and experience to help clients achieve their financial goals.

Firm Information

William Coogle is currently registered with Newbridge Securities Corp.. Newbridge Securities Corp. is a Corporation formed in December 1997. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands. The firm has reported 31 Regulatory Events and 4 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

63

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.

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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William Coogle’s Registration & Firm History

FL

03/01/2019 - Present

Newbridge Securities Corp. (BOCA RATON FL)

NY

09/01/2010 - 03/01/2019

AURORA CAPITAL LLC (BRIDGEHAMPTON, NY)

FL

03/02/2006 - 09/01/2010

JHS CAPITAL ADVISORS, INC. (TAMPA FL)

TX

02/28/2006 - 03/02/2006

SECURITRADE CORPORATION (IRVING TX)

GA

05/06/1999 - 02/27/2006

SALOMON GREY FINANCIAL CORPORATION (WOODSTOCK GA)

GA

02/21/2006 - 02/23/2006

POINTE CAPITAL, LLC (WOODSTOCK GA)

CA

04/13/1993 - 04/16/1999

PACIFIC CORTEZ SECURITIES INCORPORATED (SAN DIEGO CA)

NJ

03/05/1992 - 03/25/1993

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NA

08/13/1990 - 02/25/1992

PACIFIC SOUTHERN SECURITIES, INC.

NA

12/21/1983 - 10/18/1990

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

BC

Issued 01/12/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1984

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for William Daniel Coogle. Review regulatory record here.
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