Marco Coleman, financial advisor Saint Johns FL

Marco Coleman

CRD Number: 6106965
Current Firm: Matador Financial

Marco Coleman (CRD# 6106965) is an Investment Advisor Representative working at Matador Financial in Saint Johns, FL and has over 11 years of experience in the finance industry.

Similar Advisors
Catherine Stone, financial advisor Saint Johns FL
Catherine L. Stone
CRD# 2725491
Ameriprise Financial Services, LLC
Similar Advisors
Obyda Abushaib, financial advisor Saint Johns FL
Obyda Abushaib
CRD# 6942351
Fidelity Personal And Workplace Advisors
Similar Advisors
Kenneth Ackis, financial advisor Saint Johns FL
Kenneth W. Ackis
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Matador Financial Saint Johns, FL Sep 2014 - Current 9
Georgia Tech Football Team Atlanta, GA Jul 2019 - Mar 2024 4
Bank Of America, N.a. Jacksonville, FL Jan 2013 - Sep 2014 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Jacksonville, FL Aug 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Marco Coleman
Phone Number: (844) 262-8236
Registered State(s):
  • FL
Current Firm Details
Matador Financial
Firm's CRD Number: 171065
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $250,519
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.