Amanda Coleman, financial advisor Portland OR
93 score

Amanda Coleman

CRD Number: 3140176
Current Firm: Wells Fargo Advisors, LLC

Amanda Coleman (CRD# 3140176) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Portland, OR and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Portland, OR Nov 2015 - Current 1
Morgan Stanley Portland, OR May 2014 - Nov 2015 1
B Wade Garber Portland, OR Nov 2011 - May 2014 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Dec 2010 - May 2014 3
Gregg Goulet Portland, OR Jan 2010 - May 2014 4
Northwestern Mutual Investment Services, LLC Portland, OR Jan 2010 - May 2014 4
Cory A Mahaffey Portland, OR Jan 2010 - Dec 2013 3
Keith A Dragoo Corvallis, OR Jan 2010 - Aug 2013 3
Zoe Photography Tualatin, OR Nov 2008 - Nov 2011 3
Gaylord E Davis Portland, OR Jun 1999 - Jun 2010 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Amanda Z. Coleman
Phone Number: 314-875-3000
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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