Coleman Showalter, financial advisor Harrisonburg VA
95 score

Coleman Showalter

CRD Number: 6410512
Current Firm: James River Advisors

Coleman Showalter (CRD# 6410512) is an Investment Advisor Representative working at James River Advisors in Harrisonburg, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
James River Advisory, Inc. Forest, VA May 2016 - Current 2
Claraphi Advisory Network, LLC Laguna Hills, CA Feb 2016 - May 2016 < 1
Concorde Investment Services, LLC Troy, MI Nov 2014 - Nov 2015 1
Concorde Asset Management Troy, MI Nov 2014 - Nov 2015 1
Ernst & Young, LLP Mclean, VA Oct 2010 - Sep 2014 3
James Madison University Harrisonburg, VA Aug 2006 - May 2011 4
Harper Associates Richmond, VA Jun 2010 - Aug 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Coleman D. Showalter
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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