Don Coggins
Financial Advisor at Coggins Financial Services
- Role
- Financial Advisor at LPL Financial
- Location
- Salisbury, NC, US
- LinkedIn followers
- 500 followers
About Don Coggins
I specialize in assisting with individuals and couples 50 years and older who are seriously ready to plan and prepare for their retirement. Seeking honest opinions about their estate, future investments, and retirement goals. Wealth Management, investment services, retirement planning, portfolio,managing money, distribution phase, estate planning, annuity, annuities, life insurance, Long term care, LTC.Friends don\'t let Friends die poorDisclosures:Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please see the Contact Info section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, IN, NC, PA, SC, VA
Experience
Financial Advisor
Oct 2010 — Present
Working with Business and Client accounts to help protect, build, or maintain their investments while providing educational material and services for their continued growth. Providing training and support to individuals and their families through trying and difficult times.
Education
Pfeiffer University
BS
1982 — 1986
West Montgomery High School
College prep
1974 — 1978
Skills
- Investment Management
- College Savings Plans
- Charitable Giving
- Wealth Management Services
- Fixed Income
- Life Insurance
- Finance
- Iras
- Insurance Planning
- Long-Term Care
- Annuities
- Small Business
- Portfolio Management
- Long Term Care
- Securities
- Estate Planning
- Retirement Planning
- Finra
- Financial Planners
- Series 6
- Insurance
- Wealth
- Investments
- Financial Advisory
- Ira's
- Roth Ira
- Financial Planning
- Fixed Annuities
- Stocks
- Retirement
- Bonds
- Strategic Financial Planning
- 401k
- Wealth Accumulation
- Disability Insurance
- Series 65
- Retirement Income Strategies
- Series 63
- Equities
- 401k Rollovers
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.