Coleman Joseph Devlin
Professional Summary
Coleman Joseph Devlin was a registered financial advisor. Coleman was a previously registered financial professional and started their career in finance 1994 - 2019. Coleman had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
3G WEALTH MANAGEMENT | WHITE OAK WEALTH MANAGEMENT | WEALTHPOINT INVESTMENT ADVISORS | TOWN SQUARE CONSULTING | TICE MCNINCH WEALTH MGMT | TAYLOR WEALTH MANAGEMENT | SUTTER WEALTH MANAGEMENT | SHORELINE PARTNERS WEALTH MANAGEMENT, LLC | RED OAK CAPITAL MANAGEMENT | PRICE WEALTH MANAGEMENT | POINT CAPITAL MANAGEMENT | PIEDMONT WEALTH ADVISORS | OLIVER WEALTH MANAGEMENT | NORTHERN VIRGINIA WEALTH MANAGEMENT | NOBLEBRIDGE WEALTH PARTNERS | LIFE TRANSITIONS PLANNING LLC | LANGLEY WEALTH MANAGEMENT | JOHN A. HAND III WEALTH ADVISORS | JHG FINANCIAL ADVISORS, LLC | HILTON HEAD CAPITAL PARTNERS | HAYDEN ROYAL, LLC | HAYDEN ROYAL | GREAT LAKES WEALTH MANAGEMENT AND ADVISORY PARTNERS, INC. | GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS | GLENWOOD FINANCIAL PARTNERS | GENERATIONS WEALTH PLANNING | GAUTHIER WEALTH MANAGEMENT | FIRST WEALTH ADVISORY, INC. | FIRST WEALTH ADVISORY | FIRST WEALTH ADVISORS | FIRST OAK WEALTH ADVISORY | EVERGLADES PARKLAND ADVISORS | EAGLEVIEW WEALTH | CHRONOS WEALTH MANAGEMENT | CHRIS BELCHAMBER INVESTMENT MANAGEMENT, LLC | CHAPMAN CAPITAL ADVISORS | CB INVESTMENT MANAGEMENT | CAROLINA PLANNING | CARDINAL WEALTH PARTNERS | CAPITAL CITY FINANCIAL PARTNERS | BRITTISON FINANCIAL GROUP | BRIDGEWAY WEALTH PARTNERS | ARIES CAPITAL MANAGEMENT | ANTHONY CAPITAL MANAGEMENT
Contact Information
Main Address
2813 Coltsgate Rd. Suite 200, Charlotte, NC 28211Phone Number
(704) 919-0439# of Employees
21Regulatory Assets Under Management
Total Number of Accounts
3,248AUM (Assets Under Management)
$596,602,721Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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