Craig
Coughlin
Brokers International Financial Services, LLC
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About this Advisor
Craig Coughlin is a financial advisor working in Grand Rapids, Michigan who has 2 years of relevant experience. Coughlin is an advisor for Brokers International Financial Services, LLC. Over the course of their career, Coughlin has held roles at Regal Financial Group, LLC, American Portfolios Financial Services, Inc, Regal Investment Advisors LLC, American Portfolios Advisors, Regulus Advisors, LLC, Corecap Investments, Brokers International Financial Services and Corecap Advisors. Coughlin has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Michigan and Texas. Brokers International Financial Services, LLC is a company operating out of Urbandale, IA. The company has offices in 120 locations and a total of 224 people on staff. It manages $1 billion in total assets among its 9,114 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 9,114 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Brokers International Financial Services, LLC provides a number of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Brokers International Financial Services, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Craig Coughlin Work History
Craig has been registered as a financial advisor for 2 years.*
Brokers International Financial Services
Corecap Investments
Corecap Advisors
Regulus Advisors, LLC
American Portfolios Financial Services, Inc
Regal Investment Advisors LLC
American Portfolios Advisors
Regal Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Coughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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