Richard CoughlinCRD Number: 5871136
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Richard Coughlin (CRD# 5871136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 12 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlotte, NC||Mar 2015 - Current||7|
|The Vanguard Group, Inc.||Charlotte, NC||Oct 2007 - Mar 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2011|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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