Andrew ColemanCRD Number: 5066041
Current Firm: Lincoln Financial Advisors Corporation
Andrew Coleman (CRD# 5066041) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Chicago, IL and has over 9 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Lincoln Financial Advisors||Chicago, IL||Aug 2012 - Current||9|
|Guggenheim Partners Asset Management||Chicago, IL||Nov 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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