Christopher Kenneth Coffin

Employer firm

Overridge Wealth Advisors CRD 115009

$368M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 11/2016
  Lpl Financial
  Mandeville, LA
• 11/2016 → Present
  Self-Employed
  Mandeville, LA
• 06/2021 → Present
  Overridge Wealth Advisors
  Fort Worth, TX

Previous Registrations

• 2015-09-09 → 2016-10-25
  Good Life Advisors, Llc
  Mandeville, LA
  Mandeville, LA
  Celebration, FL
• 2013-07-11 → 2015-09-09
  J.P. Morgan Securities Llc
  Slidell, LA

Exams

• S66 Uniform Combined State Law Examination
  2013-07-10
• S63 Uniform Securities Agent State Law Examination
  2006-09-05
• S65 Uniform Investment Adviser Law Examination
  1995-03-07

Other Names

• Christopher Kenneth Coffin
• Christopher Coffin