Michael Coleman (CRD# 1406420) is an Investment Advisor Representative working at Seagull Lane Asset Management LLC in Huntington Beach, CA and has over 31 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Sep 2003 - Current | 20 |
| Seagull Lane Asset Management Llc, F/k/a Michael Coleman, Ph.d. | Huntington Beach, CA | Jul 1995 - Current | 28 |
| Michael Coleman, Ph.d. | Huntington Beach, CA | Aug 1984 - Apr 2022 | 37 |
| Michael Coleman, Ph.d. | Huntington Beach, CA | Aug 1984 - Apr 2022 | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- AZ
- CA
- OR
- TX
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts426ACCOUNTS
-
Average Account Value$177,274
- A percentage of assets under your management
- Commissions
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, OR, TX
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