Craig Coughlin (CRD# 2489269) is an Investment Advisor Representative working at Brokers Financial in Grand Rapids, MI and has over 29 years of experience in the finance industry.
CRD# 2731310
Ameriprise Financial Services, LLC
CRD# 5983487
Edward Jones
CRD# 6747780
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services | Grand Rapids, MI | Jun 2021 - Current | 2 |
| Corecap Investments | Southfield, MI | Aug 2018 - Jun 2021 | 2 |
| Corecap Advisors | Southfield, MI | Aug 2018 - Jun 2021 | 2 |
| Regulus Advisors, LLC | Kentwood, MI | Jan 2015 - Aug 2018 | 3 |
| Regal Investment Advisors LLC | Kentwood, MI | Jul 2010 - Aug 2018 | 8 |
| Regal Financial Group, LLC | Kentwood, MI | Mar 2007 - Aug 2018 | 11 |
| American Portfolios Advisors | Kentwood, MI | Mar 2010 - Dec 2014 | 4 |
| American Portfolios Financial Services, Inc. | Kentwood, MI | Feb 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- FL
- MI
- TX
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Total Assets Under Management2,000MILLIONS
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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