Coleman Benko, financial advisor Watkinsville GA

Coleman Benko

CRD Number: 5179575
Current Firm: Strategic Blueprint, LLC

Coleman Benko (CRD# 5179575) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Watkinsville, GA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
The Strategic Financial Alliance, Inc. Atlanta, GA Sep 2020 - Current 3
Strategic Blueprint, LLC Atlanta, GA Sep 2020 - Current 3
Lpl Financial LLC Watkinsville, GA Jul 2014 - Sep 2020 6
Oconee State Bank Watkinsville, GA Jul 2014 - Sep 2020 6
Ameriprise Financial Services, Inc. Bogart, GA Nov 2007 - Jul 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Coleman T. Benko
Phone Number: 678-954-4130
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,173
    MILLIONS
  • Total Number of Accounts
    8,013
    ACCOUNTS
  • Average Account Value
    $271,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV

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