Jason CoffieldCRD Number: 4503202
Current Firm: Lpl Financial LLC
Jason Coffield (CRD# 4503202) is an Investment Advisor Representative working at Lpl Financial LLC in Shreveport, LA and has over 15 years of experience in the finance industry.
Adkins Seale Capital Management LLC
Capital One Advisors, LLC
Wells Fargo Clearing Services, LLC
|Gwm Advisors Llc Dba French Financial||Shreveport, LA||May 2016 - Current||1|
|Lpl Financial, LLC||Shreveport, LA||Dec 2014 - Current||3|
|Edward Jones||St. Louis, MO||Apr 2005 - Dec 2014||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
|S63||Uniform Securities State Law Examination||May 2002|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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