Joshua
Coughran

Titan Retirement Advisors LLC

CRD#3241232
Investment Advisor
in Fulshear, TX

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About this Advisor

Joshua Coughran is a financial advisor based in Fulshear, Texas, working with Titan Retirement Advisors LLC. Joshua has previously held positions at Coughran & William Properties, Inc, Coughran Commercial, Inc, and Titan Retirement Advisors LLC. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Joshua is part of Titan Retirement Advisors LLC, which operates out of Fulshear, Texas. The firm has 2 employees and manages assets totaling $360.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Titan Retirement Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5757 Flewellen Oaks Ln Ste 601
Fulshear, TX 77441

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Titan Retirement Advisors LLC Brokerage Details

Total Assets Under Management

$360,000,000

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

306

TX Average: 2,315
Average Account Size

$1,176,471

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joshua Coughran Work History

2012 - Present (12 years)

Titan Retirement Advisors LLC

2004 - Present (20 years)

Coughran Commercial, Inc

2000 - Present (24 years)

Coughran & William Properties, Inc

Disclosures

Please visit the SEC profile of Joshua Coughran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Titan Retirement Advisors LLC

Joshua Coughran
Fulshear, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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