Adam Christopher Coffing

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2017 → Present
  National Planning Corporation
  Albuquerque, NM
• 06/2006 → 12/2016
  Copper Pointe Church
  Albuquerque, NM
• 11/2017 → Present
  Lpl Financial Llc
  Albuquerque, NM

Previous Registrations

• 2017-06-15 → 2017-11-29
  National Planning Corporation
  Albuquerque, NM

Other Businesses

1. 06/07/2023 - Legacy Investment Designs, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/01/2017 - 173 Hours Per Month/ 130 Hours During Securities Trading 2. 07/24/2024 - Bold Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2017 - 173 Hours Per Month/ 130 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-05-15