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Christopher K. Coffin

OVERRIDGE WEALTH ADVISORS
Fort Worth, TX 76116
Some features on this profile are disabled
CRD#: 2214823
CC

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Coffin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Kenneth Coffin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 9, 2021 - Present

OVERRIDGE WEALTH ADVISORS

Office #1: 6300 Ridglea Place Suite 1020, Fort Worth, TX 76116
RIA
CRD#: 115009
Fort Worth, TX
Past

September 9, 2015 - October 25, 2016

GOOD LIFE ADVISORS, LLC

RIA
CRD#: 171898
Mandeville, LA
Past

August 31, 2015 - November 8, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
MANDEVILLE, LA
Past

July 11, 2013 - September 9, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SLIDELL, LA
Past

July 3, 2013 - September 9, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SLIDELL, LA
Past

September 4, 2006 - November 2, 2011

PRITCHARD CAPITAL PARTNERS, LLC

BD
CRD#: 100480
COVINGTON, LA
Past

June 1, 1995 - March 27, 1996

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

May 5, 1993 - May 25, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 24, 1992 - March 8, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 24, 1992 - March 8, 1993

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
OVERRIDGE WEALTH ADVISORS
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT

CRD#: 115009 / SEC#: 801-62355

RIA
Registered Investment Advisory firm - (9/16/2003 Approved)
Texas
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/9/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/5/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/7/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 1/22/1996
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 6/22/1993
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 6
Date: 2/21/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OW
OVERRIDGE WEALTH ADVISORS
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT

CRD#: 115009 / SEC#: 801-62355

RIA
Registered Investment Advisory firm - (9/16/2003 Approved)
Texas
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)
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Contact information

Main Address
6300 Ridglea Place Suite 1020, Fort Worth, TX 76116
Mailing Address
Phone number
(817) 738-1451
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts396
AUM (Assets Under Management)$ 238,178,154

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OVERRIDGE WEALTH ADVISORS

CRD#: 115009Fort Worth, TX 76116

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