About Coburn Financial
Our basic philosophy is that "the failure to plan is really a plan to fail". Our mission is helping people find financial success. Financial success is only achieved when people have confidence in a plan of attack that accounts for all their financial goals, it doesn't come from a product, a slogan, or a single investment. Once this plan is built, we help clients carry-out the steps that have the highest probability to pursue their financial success. Our investment philosophy mirrors this common sense approach.
See Disclosures
General Information
Firm Start Year
1923
No. of Employees
20-49
CRD#
4560637
Firm CRD#
284656
Insurance License#
2245027
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
Fidelity, LPL Financial
Years of Experience in Financial Services
16
Work Experience
David spent over a decade at Merrill Lynch and Morgan Stanley before starting his independent advisory firm.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®
Firm Information
Advisor's Number of Clients
80
Compensation and Fees
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Education
BA Economics -
Eastern Connecticut State University
-
Disclosures
LPL ADV 2A
https://partnerspress.com/links/IWCFormADV2A.pdf
LPL FinancialPlanners.net Cash Solicitor Disclosure
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886556/financialplanners-Coburn-Financial-detailed-disclosure.html
Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Coburn Financial, a registered investment advisor and separate entity from LPL Financial. CRPC and CRPS are conferred by College for Financial Planning.