Bryan Coleman, financial advisor Lakewood WA

Bryan Coleman

CRD Number: 6654478
Current Firm: First Command Advisory Services

Bryan Coleman (CRD# 6654478) is an Investment Advisor Representative working at First Command Advisory Services in Lakewood, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning, Inc. Fort Worth, TX Nov 2016 - Current 4
First Command Advisory Services, Inc. Fort Worth, TX Nov 2016 - Current 4
First Command Insurance Services, Inc. Fort Worth, TX Nov 2016 - Current 4
First Command Financial Planning, Inc. Fort Worth, TX Jun 2016 - Oct 2016 < 1
U.s. Army Jblm, WA May 1999 - Oct 2016 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Bryan B. Coleman
Phone Number: 817-731-8621
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    14,685
    MILLIONS
  • Total Number of Accounts
    90,443
    ACCOUNTS
  • Average Account Value
    $162,366
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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