Melvin M. Coleman

ESSENTIAL WEALTH MANAGEMENT GROUP

AUSTELL, GA

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CRD#: 4941494

Professional summary

Melvin Maurice Coleman is a registered financial advisor currently at ESSENTIAL WEALTH MANAGEMENT GROUP, LLC located in Austell, Georgia.

Melvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Melvin has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CARMAX, NON INVESTMENT-RELATED. 1977 THORNTON RD. LITHIA SPRINGS GA. 30122 - AUTO SALES, SALES CONSULTANT, SEPT. 2012, 80 HOURS A MONTH,EVENINGS AND WEEKENDS, SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melvin Maurice Coleman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2007 - Present

ESSENTIAL WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 143096

AUSTELL, GA

Past

January 18, 2006 - October 6, 2006

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ATLANTA, GA

Past

July 13, 2005 - October 6, 2006

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/26/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/22/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/12/2005

General Securities Representative Examination

Current Firm

ESSENTIAL WEALTH MANAGEMENT GROUP, LLC

ESSENTIAL WEALTH MANAGEMENT | ESSENTIAL WEALTH MANAGEMENT GROUP, LLC

CRD#: 143096 / SEC#:

Georgia

Registered Investment Advisory firm - (6/14/2007 Approved)

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Contact information

Main Address

Austell, GA

Mailing Address

Phone number

(770) 485-1303

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 2,030,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Melvin M. Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melvin Maurice Coleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESSENTIAL WEALTH MANAGEMENT GROUP, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/22/2005

Series 7

Date: 7/12/2005

Current Firm

ESSENTIAL WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ESSENTIAL WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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