David ColemanCRD Number: 7101055
Current Firm: Edward Jones
David Coleman (CRD# 7101055) is an Investment Advisor Representative working at Edward Jones in Lebanon, VA and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Lpl Financial LLC
On Investment Management Co
|Edward Jones||St Louis, MO||Apr 2019 - Current||3|
|Unemployed||Lebanon, VA||Feb 2019 - Apr 2019||< 1|
|Morgan Mcclure Ford||St. Paul, VA||Jan 2019 - Feb 2019||< 1|
|Freedom Ford Of Lebanon LLC||Lebanon, VA||Oct 2016 - Jan 2019||2|
|Freedom Ford Of Claypool Hill LLC||Pounding Mill, VA||Nov 2009 - Sep 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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