John Coyne, financial advisor Braintree MA

John Coyne

CRD Number: 1054427
Current Firm: Compass Capital Corporation

John Coyne (CRD# 1054427) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 26 years of experience in the finance industry. John Coyne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Compass Capital Corporation Braintree, MA Jan 2022 - Current 2
Compass Securities Corporation Braintree, MA Jan 2022 - Current 2
National Securities Corporation Braintree, MA Mar 2021 - Current 3
National Asset Management Braintree, MA Mar 2021 - Current 3
Winslow, Evans & Crocker, Inc. Boston, MA Feb 2004 - Mar 2021 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
Contact Info for John F. Coyne
Phone Number: 781-535-6083
Registered State(s):
  • FL
  • MA
  • NJ
  • NY
  • NC
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    476
    MILLIONS
  • Total Number of Accounts
    1,339
    ACCOUNTS
  • Average Account Value
    $355,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

CA, CO, FL, MA, MT, NC, NH, NJ, NY, RI, TX

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