Coley ArnoldCRD Number: 5898240
Current Firm: Cambridge Investment Research Advisors, Inc.
Coley Arnold (CRD# 5898240) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bluffton, IN and has over 7 years of experience in the finance industry.
Monarch Capital Management Inc.
Ameriprise Financial Services, Inc.
Anweiler Financial Management, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2015 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2015 - Current||2|
|Investment Centers Of America||Fort Wayne, IN||Oct 2011 - Jun 2015||3|
|Alpha Omega Financial Group||Fort Wayne, IN||Sep 2011 - Jun 2015||3|
|Centaurus Financial Inc.||Anaheim, CA||Mar 2011 - Oct 2011||< 1|
|Wealth By Design Capital Management||Fort Wayne, IN||Oct 2010 - Sep 2011||< 1|
|Self Employed||Fort Wayne, IN||Apr 2010 - Oct 2010||< 1|
|Lincoln Financial Group||Fort Wayne, IN||Dec 2006 - Apr 2010||3|
|Uno Chicago Grill||Fort Wayne, IN||Jul 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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