Kevin Coffin, financial advisor Waterville ME
93 score

Kevin Coffin

CRD Number: 3012178
Current Firm: Invest Financial Corporation

Kevin Coffin (CRD# 3012178) is an Investment Advisor Representative working at Invest Financial Corporation in Waterville, ME and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Jan 2014 - Current 2
Prime Financial Inc Fin Services And Ins Waterville, ME Jan 2000 - Current 16
Investors Capital Corp Lynnfield, MA Aug 2006 - Jan 2014 7
Raymond James Financial Svcs. Waterville, ME Jan 2000 - Aug 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Kevin L. Coffin
Phone Number: (813) 880-5300
Registered State(s):
  • FL
  • ME
  • NV
  • TX
  • VA
  • MA
  • PA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
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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