Coleton Staton (CRD# 7169413) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 4 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Howard Capital Management | Roswell, GA | Jan 2020 - Current | 4 |
| John Hancock | Boston, MA | Aug 2019 - Current | 4 |
| John Hancock Distributors LLC | Boston, MA | Aug 2019 - Current | 4 |
| Massmutual | Atlanta, GA | Jun 2018 - Jun 2019 | 1 |
| Mercer University | Macon, GA | Aug 2014 - May 2018 | 3 |
| Atlanta Braves | Atlanta, GA | Apr 2016 - Aug 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- PA
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Total Assets Under Management5,232MILLIONS
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Total Number of Accounts14,312ACCOUNTS
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Average Account Value$365,594
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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