Christopher Kenneth Coffin
Professional Summary
Christopher Kenneth Coffin, who also goes by Christopher Coffin, is a registered financial advisor currently at OVERRIDGE WEALTH ADVISORS located in Fort Worth, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christopher has worked at 9 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7, Series 3, Series 31 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Coffin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT
Contact Information
Main Address
6300 Ridglea Place Suite 1020, Fort Worth, TX 76116Phone Number
(817) 738-1451# of Employees
10SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,401AUM (Assets Under Management)
$368,216,317Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT
State Registrations and Notice Filings
(6/9/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Kenneth Coffin's CRS (Customer Relationship Summary).
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