Audrey Coleman, financial advisor San Diego CA
96 score

Audrey Coleman

CRD Number: 1428828
Current Firm: One Degree Advisors, Inc.

Audrey Coleman (CRD# 1428828) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 22 years of experience in the finance industry. Audrey Coleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. San Diego, CA Apr 2014 - Current 2
One Degree Advisors, Inc. San Diego, CA Mar 2014 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Mar 2014 1
Coleman & Johnson Financial Advisors, Inc. San Diego, CA Jan 2001 - Mar 2014 13
Financial Network Investment Corporation El Segundo, CA Jul 1995 - Dec 2012 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
Contact Info for Audrey E. Coleman
Phone Number: 619-282-3288
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $223,178
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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