William Coleman (CRD# 1387778) is an Investment Advisor Representative working at Olive Branch Capital, LLC in Olive Branch, MS and has over 38 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olive Branch Capital, LLC | Olive Branch, MS | Aug 2019 - Current | 4 |
| Wells Fargo Advisors Financial Network LLC | Olive Branch, MS | May 2009 - Aug 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- MS
- TN
- TX
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Total Assets Under Management120MILLIONS
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Total Number of Accounts301ACCOUNTS
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Average Account Value$400,266
- 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
LA, MS, TN, TX
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