David T. Coleman
Professional summary
David Theron Coleman JR, who also goes by Dave Coleman, David Theron Jr Coleman, is a registered financial advisor currently at CORNERSTONE INVESTMENT ADVISORS, INC. located in Cumming, Georgia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Theron Coleman JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 19, 2003 - Present
CORNERSTONE INVESTMENT ADVISORS, INC.
Office #1: 309 Pirkle Ferry Road Suite A-200, Cumming, GA 30040June 15, 1994 - December 13, 1994
NATIONSSECURITIES
April 19, 1988 - June 21, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/19/2003)
Exams
Current Firm
CORNERSTONE INVESTMENT ADVISORS, INC.
CRD#: 125611 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 49,709,765 |
Red Flags
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