James Coleman (CRD# 1662939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manchester Center, VT and has 1 year of experience in the finance industry.
CRD# 2285905
Archer Investment Corporation
CRD# 5303702
Manchester Capital Management LLC
CRD# 1163641
Summit Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2023 - Current | < 1 |
| Gatehouse Financial | Manchester Center, VT | May 2023 - Current | 1 |
| International Skiing History Association Association | Manchester Center, VT | Jul 2022 - Current | 1 |
| Coleman Education Group | Manchester Center, VT | Jan 2021 - Current | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | May 2023 - Jul 2023 | < 1 |
| Connecticut State Teachers Retirement Board | Hartford, CT | Jan 2021 - Jun 2023 | 2 |
| Darien Public Schools | Darien, CT | Aug 1993 - Jan 2021 | 27 |
| Wilton Public Schools | Wilton, CT | Aug 2004 - Jun 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- VT
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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