JC
Joshua J. Coughran
TITAN RETIREMENT ADVISORS LLC
Fulshear, TX 77441
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CRD#: 3241232
JC
Professional summary
Joshua John Coughran is a registered financial advisor currently at TITAN RETIREMENT ADVISORS LLC located in Fulshear, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Joshua has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
COUGHRAN COMMERCIAL, INC., NOT AN INVESTMENT-RELATED BUSINESS,5655 SILVER CREEK VALLEY RD. #512, SAN JOSE, CA 95138, NATURE OF BUSINESS IS REAL ESTATE BROKER, TITLE BROKER SINCE OCTOBER 2004, SPEND 40 HRS/MTH, 0 HOURS DURING SECURITIES TRADING HOURSE. DUTIES ARE MANAGEMENT OF COMMERCIAL & RESIDENTIAL REAL ESTATE PROPERTY TEXAS LIFE INSURANCE AGENT; LIFE INSURANCE AGENT; INVESTMENT RELATED: NO; 5757 FLEWELLEN OAKS LN. STE 601 FULSHEAR TEXAS 77441 USA; LICENSED LIFE INSURANCE AGENT; 2020-03-25; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Joshua John Coughran's 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®
NoneExperience
Current
June 5, 2013 - Present
TITAN RETIREMENT ADVISORS LLC
Office #1: 5757 Flewellen Oaks Ln Ste 601, Fulshear, TX 77441RIA
CRD#: 166359
Fulshear, TX
Past
February 17, 2010 - August 2, 2011
COUGHRAN CAPITAL MANAGEMENT, LLC
RIA
CRD#: 151498
HONOLULU, HI
Past
September 24, 1999 - April 25, 2000
WELLS FARGO SECURITIES INC.
BD
CRD#: 17438
SAN FRANCISCO, CA
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".
TR
TITAN RETIREMENT ADVISORS LLC
TITAN RETIREMENT ADVISORS LLC
CRD#: 166359 / SEC#: 801-118730
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)Texas
Registered Investment Advisory firm - (6/3/2020 Terminated)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(6/5/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TR
TITAN RETIREMENT ADVISORS LLC
TITAN RETIREMENT ADVISORS LLC
CRD#: 166359 / SEC#: 801-118730
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)Texas
Registered Investment Advisory firm - (6/3/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5757 Flewellen Oaks Ln Ste 601, Fulshear, TX 77441
Mailing Address
Phone number
(713) 239-2866
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 360 |
| AUM (Assets Under Management) | $ 420,000,000 |
Red Flags
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Company Information
TITAN RETIREMENT ADVISORS LLC
CRD#: 166359Fulshear, TX 77441TRUST BUT VERIFY
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