Christopher Coffin, financial advisor Austin TX

Christopher Coffin

CRD Number: 5567764
Current Firm: Lpl Financial LLC

Christopher Coffin (CRD# 5567764) is an Investment Advisor Representative working at Lpl Financial LLC in Austin, TX and has over 15 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lpl Financial LLC Austin, TX Jun 2023 - Current < 1
Bank Of America,n.a. Austin, TX Jun 2011 - Jun 2023 12
Merrill Lynch Austin, TX Jul 2008 - Jun 2023 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Christopher J. Coffin
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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