Anthony Coleman, financial advisor Lancaster PA

Anthony Coleman

CRD Number: 6690144
Current Firm: Murray Wealth Management

Anthony Coleman (CRD# 6690144) is an Investment Advisor Representative working at Murray Wealth Management in Lancaster, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. York, PA May 2019 - Mar 2021 1
Citizens Securities Inc. Reading, PA Jul 2016 - May 2019 2
Citizens Bank Reading, PA Jul 2016 - May 2019 2
Wells Fargo Bank Lancaster, PA Nov 2014 - Jul 2016 1
Collateral Specialists Inc. Petaluma, CA Sep 2013 - Dec 2014 1
Coleman Inspections Lancaster, PA Dec 2012 - Dec 2014 2
Hewlett Packard/marketsource Alpharetta, GA Jun 2012 - Dec 2012 < 1
Unemployed Lacanster, PA Oct 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Anthony Coleman
Phone Number: 717-581-6500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $308,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

PA

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