Avery Coleman (CRD# 6512131) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Advisors Asset Management Lc | Bethlehem, PA | Jun 2021 - Current | 2 |
| M Holdings Securities, Inc. | Bethlehem, PA | Jun 2021 - Current | 2 |
| Cornerstone Benefits, Inc. | Bethlehem, PA | Jun 2021 - Current | 2 |
| Cornerstone Institutional Investors, LLC | Bethlehem, PA | Jun 2021 - Current | 2 |
| Ametek Inc. | Collegeville, PA | Feb 2018 - Jun 2021 | 3 |
| Tucker Financial Services | Chambersburg, PA | Jan 2017 - Feb 2018 | 1 |
| Matthew W. Missimer | King Of Prussia, PA | Nov 2016 - Jan 2017 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2016 - Jan 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | Kng Of Prussia, PA | Jan 2016 - Jan 2017 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2015 - Oct 2016 | 1 |
| Shippensburg University | Shippensburg, PA | Aug 2009 - Jun 2015 | 5 |
| Not Your Average Joes | Glen Mills, PA | Jun 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- PA
-
Total Assets Under Management7,417MILLIONS
-
Total Number of Accounts1,734ACCOUNTS
-
Average Account Value$4,277,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.