Last Updated: September 2025 — The Villages, FL
Here’s what you need to know about The Villages, FL, stockbroker Bob Coffin:
- Name: Robert Dean Coffin
- Alias: Bob Coffin
- Current Employer: Cambridge Investment Research, Inc. (broker-dealer; registered since 09/15/2022) and Cambridge Investment Research Advisors, Inc. (RIA; registered since 09/19/2022)
- Prior Firms: Lincoln Financial Securities Corporation (2017–2022); LPL Financial LLC (2014–2017); SII Investments, Inc. (1996–2014); Equity Brokerage Services, Inc. (1994–1996); Ameritas Investment Corp. (1986–1994)
- Other Business Affiliations: Coffin Wealth Management (Owner; Insurance/Benefits/Human Resources); advisory rep activity with CIRA (Cambridge Investment Research Advisors, Inc.)
- CRD number: 1590422
- Stockbroker / Financial Advisor. Yes
- Can Broker be Sued in FINRA: Yes
- Highest Award or Settlement: None, however three customer complaints have been submitted and “denied” by Lincoln Financial Securities, his then-employing firm.
If you’ve sustained damages from Mr. Coffin, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Bob Coffin As Your Stockbroker?
BrokerCheck lists three customer complaints involving variable annuities during Mr. Coffin’s tenure at Lincoln Financial Securities; all three were “denied” with no further action:
- Filed June 2025 (denied July 23, 2025): Client alleged improper timing of annuity solicitation related to events in 2021; product: variable annuity; alleged damages $5,000+ (firm noted damages would exceed $5,000).
- Filed February 2019 (denied March 8, 2019): Clients alleged misrepresentation and unsuitable variable annuity replacements from November 2018; damages believed to be > $5,000.
- Filed June 2018 (denied July 11, 2018): Client alleged fees/expenses/charges not disclosed for a November 2017 variable annuity; damages believed to be greater than $5,000.
If you submitted a claim for damages to your financial advisor and the firm “denied“ the claim see below for our recommendation.
Allegations of Broker Misconduct Against Robert D. Coffin
- Unsuitability
- Misrepresentation / Omission of Fees and Charges
- Improper Timing / Exchange of Variable Annuities
See this for our prior investigations of cases involving Annuities
Has Your Brokerage Firm “Denied” Your Claim for Damages Due to Stockbroker Malpractice?
It is quite common (and predictable as well) for brokerage firms to deny a customer’s complaint made directly to the company. Firms know that in many, if not most, instances telling the customer “we don’t think it’s our fault” will be the end to the problem.
Firms seldom, if ever, offer adequate resolution when a customer deals directly with the brokerage firm. In the unlikely event the firm does actually agree to discuss settlement , the firm will generally attempt to have you settle your case for a fraction of what it is worth.
If you think there is a problem with the way your account has been handled, or if you have had your claim “denied”, talk to an experienced securities attorney to learn your rights and to learn what the true value of your claim may be.
We do not charge to evaluate a case.
Recover Your Investment Losses Now With Rex Securities Law
Our investigations of other Lincoln Financial Securities brokers
Investigations of other Cambridge Investment Research brokers
If you have suffered investment losses in an account handled by Robert Dean Coffin, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.