Anthony Coleman, financial advisor Lancaster PA

Anthony Coleman

CRD Number: 6690144
Current Firm: Assuredpartners Investment Advisors

Anthony Coleman (CRD# 6690144) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Lancaster, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Murray Wealth Management Lancaster, PA Mar 2021 - Current 3
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
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: 407-708-0050
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $297,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WV

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