Timothy Coughlin, financial advisor Washington DC

Timothy Coughlin

CRD Number: 2791049
Current Firm: Edgemoor Investment Advisors, Inc.

Timothy Coughlin (CRD# 2791049) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Washington, DC and has over 24 years of experience in the finance industry. Timothy 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.

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Professional Designations
Company Name Location Dates Years
Integrity Funds Distributor, Inc. Bethesda, MD Aug 2009 - Current 14
Edgemoor Investment Advisors, Inc. Bethesda, MD Jun 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Timothy C. Coughlin
Phone Number: 301-543-8881
Registered State(s):
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    1,180
    MILLIONS
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $1,573,197
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, DC, FL, MA, MD, NC, NH, NJ, NY, RI, TX, VA

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