RC
Russell F. Coleman
COLEMAN INVESTMENT COUNSEL
Dallas, TX
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CRD#: 5601184
RC
Professional summary
Russell Forester Coleman is a registered financial advisor currently at COLEMAN INVESTMENT COUNSEL located in Dallas, Texas.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Russell has worked at 1 firm and has passed the Series 65 exam.
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.
Private practice as an attorney.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Forester 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®
NoneExperience
Current
July 13, 2009 - Present
COLEMAN INVESTMENT COUNSEL
RIA
CRD#: 148513
Dallas, TX
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
Texas(7/13/2009)
Current Firm
CI
COLEMAN INVESTMENT COUNSEL
COLEMAN INVESTMENT COUNSEL | SILAS HENRY LLC | INVESTMENT COSTS MATTER LLC
CRD#: 148513 / SEC#:
Texas
Registered Investment Advisory firm - (7/13/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Dallas, TX
Mailing Address
Phone number
(214) 675-5740
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
