Phillip ColemanCRD Number: 5480803
Current Firm: Usaa Financial Planning Services
Phillip Coleman (CRD# 5480803) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 9 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 2011 - Current||6|
|Usaa Financial Planning Services, Inc.||Phoenix, AZ||Feb 2011 - Current||6|
|Edward Jones||St Louis, MO||Jan 2008 - Feb 2011||3|
|Parker Garage Doors||Phoenix, AZ||Jan 2006 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops