Charles Coleman, financial advisor Bismarck ND

Charles Coleman

CRD Number: 6869716
Current Firm: Triton Investments, LLC

Charles Coleman (CRD# 6869716) is an Investment Advisor Representative working at Triton Investments, LLC in Bismarck, ND and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Triton Investments, LLC Bismarck, ND Jun 2018 - Current 5
Triton Investments, LLC Bismarck, ND Apr 2018 - Current 6
Unemployed Bismarck, ND Apr 2018 - Jun 2018 < 1
Regal Investment Advisors Kentwood, MI Oct 2017 - Apr 2018 < 1
Unemployed Bismarck, ND Jul 2017 - Oct 2017 < 1
Sanford Health Bismark, ND Feb 2017 - Jun 2017 < 1
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Chili's Bar And Grill Covina, CA Jun 2016 - Oct 2016 < 1
Full Time Education Azusa, CA Dec 2015 - Jun 2016 < 1
Azusa Pacific University Azusa, CA Sep 2012 - May 2016 3
Azusa Pacific University - Chemistry And Biology Department Azusa, CA Jan 2015 - Dec 2015 < 1
Full Time Education Azusa, CA Aug 2014 - Jan 2015 < 1
Bismarck Parks And Recreation Bismarck, ND Jun 2014 - Aug 2014 < 1
Bismark Parks And Rec Department Bismark, ND Jun 2013 - Aug 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2017
Contact Info for Charles M. Coleman
Phone Number: 701-425-2016
Registered State(s):
  • MN
  • ND
Current Firm Details
Triton Investments, LLC
Firm's CRD Number: 297585
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $68,369
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MN, ND, TX

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