Craig Couch, financial advisor Oberlin OH
93 score

Craig Couch

CRD Number: 5619612
Current Firm: Lpl Financial LLC

Craig Couch (CRD# 5619612) is an Investment Advisor Representative working at Lpl Financial LLC in Oberlin, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lagrange, OH Sep 2013 - Current 3
Firstmerit Bank, N.a. Akron, OH Dec 2010 - Current 6
Firstmerit Financial Services Lagrange, OH Dec 2010 - Sep 2013 2
Edward Jones St Louis, MO Nov 2008 - Dec 2010 2
Elyria-lorain Broadcasting Company Elyria, OH Apr 2000 - Nov 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Craig D. Couch
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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