Katharine Coppola (CRD# 5093846) is an Investment Advisor Representative working at First Advisors National, LLC in Milford, CT and has over 17 years of experience in the finance industry.
CRD# 2941787
Lpl Financial LLC
CRD# 3063448
Northwestern Mutual Investment Services,llc
CRD# 2392225
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Noble Insurance Marketing | Barrignton, IL | Jan 2016 - Current | 8 |
| Jefferson National Securities | Louisville, KY | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CT
-
Total Assets Under Management448MILLIONS
-
Total Number of Accounts4,892ACCOUNTS
-
Average Account Value$91,633
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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