John Coleman (CRD# 4829632) is an Investment Advisor Representative working at Piedmont Wealth Management in Fredericksburg, VA and has over 19 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Piedmont Wealth Management | Culpeper, VA | Aug 2016 - Current | 7 |
| Commonwealth Business Services | Fredericsburg, VA | Aug 2006 - Current | 17 |
| Mml Investors Services Inc. | Fredricksburg, VA | Jan 2010 - Jul 2014 | 4 |
| Massmutual Life Insurance Company | Fredricksburg, VA | Dec 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- MD
- VA
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts479ACCOUNTS
-
Average Account Value$213,752
- 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
- Pension consulting services
VA
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