Adam Coughlin (CRD# 7186277) is an Investment Advisor Representative working at Lpl Financial LLC in Eugene, OR and has over 2 years of experience in the finance industry. Adam Coughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Willamette Wealth Partners | Eugene, OR | May 2021 - Current | 3 |
| Lpl Financial LLC | Eugene, OR | May 2021 - Current | 3 |
| Retirement Peace Project | Rochester, IL | Mar 2020 - May 2021 | 1 |
| Illinois State University | Bloomington, IL | Jan 2020 - May 2021 | 1 |
| Retirement Defenders | Rochester, IL | Jun 2019 - Mar 2020 | < 1 |
| Lincoln Land Community College | Springfield, IL | Aug 2018 - Dec 2019 | 1 |
| Express Employment Professionals | Springfield, IL | Aug 2018 - Jun 2019 | < 1 |
| Unemployed | Springfield, IL | Feb 2018 - Aug 2018 | < 1 |
| United Parcel Service | Springfield, IL | Dec 2017 - Jan 2018 | < 1 |
| Unemployed | Springfield, IL | Jun 2017 - Nov 2017 | < 1 |
| Lincoln Land Community College | Springfield, IL | Aug 2016 - May 2017 | < 1 |
| Abe's Takeout | Springfield, IL | Apr 2016 - Aug 2016 | < 1 |
| Unemployed | Springfield, IL | May 2015 - Apr 2016 | < 1 |
| Southern Illinois University- Edwardsville | Edwardsville, IL | Jan 2015 - May 2015 | < 1 |
| Lewis And Clark Community College | Godfrey, IL | Aug 2014 - Dec 2014 | < 1 |
| Lincoln Land Community College | Springfield, IL | Jun 2014 - Aug 2014 | < 1 |
| Abe's Takeout | Springfield, IL | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- OR
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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