Elliott Coleman (CRD# 7464112) is an Investment Advisor Representative working at Wells Fargo Advisors in Columbus, GA and has over 2 years of experience in the finance industry.
CRD# 2369218
Greatmark Investment Partners, Inc.
CRD# 4443823
Aja Financial LLC
CRD# 2217267
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network LLC | Columbus, GA | Nov 2021 - Current | 2 |
| Suntrust Bank Now Truist Bank | Columbus, GA | Aug 2018 - Nov 2021 | 3 |
| Synovus Bank | Columbus, GA | May 2008 - Aug 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- GA
- TX
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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