Phillip Coleman, financial advisor Phoenix AZ
93 score

Phillip Coleman

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors, Inc. Phoenix, AZ Feb 2011 - Current 5
Usaa Financial Planning Services, Inc. Phoenix, AZ Feb 2011 - Current 5
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
Contact Info for Phillip J. Coleman
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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