Corey Coleman (CRD# 6007971) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 8 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 |
|---|---|---|---|
| Precept Advisory Group LLC | Irvine, CA | Nov 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2017 - Nov 2020 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2017 - Nov 2020 | 3 |
| Hub International | Portland, OR | Mar 2017 - Nov 2020 | 3 |
| Global Retirement Partners, LLC | Portland, OR | May 2016 - Mar 2017 | < 1 |
| Lpl Financial LLC | Portland, OR | Mar 2016 - Mar 2017 | 1 |
| Bci Group | Portland, OR | Jan 2016 - Feb 2017 | 1 |
| Diversified Investors Securities Corp. | Cedar Rapids, IA | Dec 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
| S63 | Uniform Securities State Law Examination | Mar 2016 |
- CA
- OR
-
Total Assets Under Management4,268MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$68,840,847
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, OR, TX
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