JC
JC

Joshua Coughran

14 Years of Experience
Fulshear, TX
Sells Insurance

Joshua Coughran is a registered investment advisor at Titan Retirement Advisors LLC, based in Fulshear, TX, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 318 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
318 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$420.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Titan Retirement Advisors offers asset management services where they manage your investments on an ongoing basis. The annual fee ranges from 0.50% to 2.00% of the value of your portfolio. The exact fee is specified in your client agreement and can be negotiable.

Loading...

Location

5757 Flewellen Oaks Ln, Ste 601, Fulshear, TX, 77441

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joshua is a real estate broker through Coughran Commercial, Inc. since 2004, dedicating about a quarter of his time to managing commercial and residential real estate. Joshua is also a licensed life insurance agent since 2020, spending a few hours per week on this activity.

Employment History
Current Registrations
Titan Retirement Advisors LLC
June 2013 - Present · 12 yrs 10 mos
Previous Registrations
Coughran Capital Management, LLC
February 2010 - August 2011 · 1 yr 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joshua Coughran - Financial Advisor | TrueAdvisor