Robert Coffin, financial advisor Naples FL

Robert Coffin

CRD Number: 1590422
Current Firm: Cambridge Investment Research Advisors, Inc.

Robert Coffin (CRD# 1590422) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Naples, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2022 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2022 - Current 1
Lincoln Financial Securities Corporation York, NE Mar 2017 - Sep 2022 5
Level Four Advisory Services York, NE Mar 2014 - Mar 2017 3
Lpl Financial LLC York, NE Feb 2014 - Mar 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Coffin
Phone Number: 641-472-5100
Registered State(s):
  • FL
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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