Terry L. Coleman

VIRTUE CAPITAL MANAGEMENT

CHESTERFIELD, MO 63005

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CRD#: 50838

Professional summary

Terry Lane Coleman is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Chesterfield, Missouri.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Terry has worked at 14 firms and has passed the Series 63, Series 6TO, Series 7, Series 1 and Series 24 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.

(1) RETIREMENT RESOURCE GROUP, Title: OWNER / PRESIDENT, Description: MARKET AND SELL FIXED ANNUITIES (FIA AND MYGA), LIFE INSURANCE (BOTH TERM AND INDEXED) AND SOME SENIOR HEALTH PRODUCTS., Start Date: 06-26-1905, Address: 17295 CHESTERFIELD AIRPORT ROAD, SUITE 200, CHESTERFIELD, MO 63005, Investment-related? NO, Hours per month: 100, During trading hours: 80

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lane Coleman's CRS (Customer Relationship Summary).

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

May 9, 2016 - Present

VIRTUE CAPITAL MANAGEMENT, LLC

Office #1: 691 Trade Center Blvd. Suite 5, Chesterfield, MO 63005

RIA

CRD#: 167816

CHESTERFIELD, MO

Past

November 16, 2021 - November 29, 2021

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

LAKE ST. LOUIS, MO

Past

September 3, 2021 - November 29, 2021

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

Chesterfield, MO

Past

May 31, 2012 - May 10, 2016

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

CHESTERFIELD, MO

Past

July 19, 2007 - May 27, 2008

SPECTRUM CAPITAL, LLC

RIA

CRD#: 28303

CHESTERFIELD, MO

Past

January 22, 2007 - May 27, 2008

SPECTRUM CAPITAL, LLC

CRD#: 28303

CHESTERFIELD, MO

Past

June 19, 2006 - July 17, 2007

RETIREMENT INCOME ADVISORS, LLC

RIA

CRD#: 136420

ST. PETERS, MO

Past

October 8, 2004 - May 30, 2006

GATEWAY FINANCIAL ADVISORS, INC.

RIA

CRD#: 115025

ST. PETERS, MO

Past

June 22, 2004 - May 4, 2006

FSC SECURITIES CORPORATION

CRD#: 7461

O'FALLON, MO

Past

April 26, 2004 - May 26, 2004

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

February 21, 2003 - April 27, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

March 15, 2001 - February 13, 2003

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA

CRD#: 3600

ST LOUIS, MO

Past

February 9, 2001 - February 13, 2003

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

July 23, 1997 - February 7, 2001

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

LAKE ST. LOUIS, MO

Past

June 20, 1989 - July 31, 1995

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

Past

June 5, 1989 - July 29, 1997

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

March 10, 1982 - May 30, 1989

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

January 18, 1974 - November 5, 1981

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Missouri
(5/9/2016)

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

Series 63

Date: 5/24/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 11/12/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 8/13/1993

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 11/19/1979

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/1998

General Securities Principal Examination

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 Terminated)

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Contact information

Main Address

6 Cadillac Dr. Suite 310, Brentwood, TN 37027

Mailing Address

Phone number

(615) 340-0801

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VCM ADV PART 2A (3/28/2024)

Regulatory assets under management

Total Number of Accounts	6,111
AUM (Assets Under Management)	$ 787,466,707

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Terry L. Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lane Coleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HEARTLAND CAPITAL, INC.

FIRST HEARTLAND CONSULTANTS, INC.

HORTER INVESTMENT MANAGEMENT, LLC

SPECTRUM CAPITAL, LLC

SPECTRUM CAPITAL, LLC

RETIREMENT INCOME ADVISORS, LLC

GATEWAY FINANCIAL ADVISORS, INC.

FSC SECURITIES CORPORATION

NATCITY INVESTMENTS, INC.

WALNUT STREET SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

FIRST HEARTLAND CAPITAL, INC.

TRANSAMERICA SECURITIES SALES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

Primary Firm SEC Registration

VIRTUE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/24/1982

Series 6TO

Date: 11/12/2021

Series 7

Date: 8/13/1993

Series 1

Date: 11/19/1979

Series 24

Date: 6/23/1998

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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