Christopher Coffman, financial advisor Charlotte NC

Christopher Coffman

CRD Number: 6690393
Current Firm: Vanguard Advisers, Inc.

Christopher Coffman (CRD# 6690393) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.

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The Financial Legacy Group
Company Name Location Dates Years
The Vanguard Group, Inc. Charlotte, NC Aug 2016 - Current 4
Unemployed Roanoke, VA Jun 2016 - Aug 2016 < 1
Walmart 1851 W Main St, VA Jul 2015 - Jun 2016 < 1
Branch Banking And Trust Company Roanoke, VA Aug 2014 - Jul 2015 < 1
Unemployed Roanoke, VA Jun 2014 - Aug 2014 < 1
Christopher Newport University Newport News, VA Nov 2011 - Jun 2014 2
Christopher Newport University Newport News, VA Aug 2010 - May 2014 3
Christopher Newport University Newport News, VA Jun 2011 - Jun 2013 2
Park Roanoke/ Lanier Roanoke, VA Nov 2008 - Jun 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Christopher W. Coffman
Phone Number: 610-669-1000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    221,045
    MILLIONS
  • Total Number of Accounts
    452,542
    ACCOUNTS
  • Average Account Value
    $488,452
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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