Chase Coffman (CRD# 7057307) is an Investment Advisor Representative working at Lpl Financial LLC in Kansas City, MO and has over 4 years of experience in the finance industry.
CRD# 6202919
Equitable Advisors, LLC
CRD# 2279746
Copper Financial
CRD# 4149143
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bmg Advisors | Kansas City, MO | Dec 2018 - Current | 5 |
Lpl Financial LLC | Kansas City, MO | Dec 2018 - Current | 5 |
Raymore Peculiar School Distrisct | Peculiar, MO | Mar 2018 - Dec 2018 | < 1 |
Unemployed | Peculiar, MO | Oct 2016 - Mar 2018 | 1 |
Indianapolis Colts | Indianapolis, IN | Jul 2016 - Oct 2016 | < 1 |
Unemployed | Peculiar, MO | Mar 2016 - Jul 2016 | < 1 |
Seattle Seahawks | Renton, WA | Nov 2015 - Mar 2016 | < 1 |
Tennessee Titans | Nashville, TN | Aug 2015 - Oct 2015 | < 1 |
Unemployed | Peculiar, MO | Mar 2015 - Jul 2015 | < 1 |
Tennessee Titans | Nashville, TN | Aug 2014 - Mar 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- MO
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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