Charles ColemanCRD Number: 6290047
Current Firm: Usaa Financial Planning Services
Charles Coleman (CRD# 6290047) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Feb 2015 - Current||2|
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2015 - Current||2|
|Charles Schwab & Company,inc.||Phoenix, AZ||Jan 2014 - Jan 2015||1|
|Automatic Data Processing||Chandler, AZ||Jan 2012 - Dec 2013||1|
|Vangent||Phoenix, AZ||Jul 2011 - Dec 2011||< 1|
|Unemployed||Phoenix, AZ||Dec 2009 - Jun 2011||1|
|Pinnacle West Capital Corp (aps)||Phoenix, AZ||Jan 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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