Christopher L. Coleman

INVASOR CAPITAL MANAGEMENT

Scottsdale, AZ 85258

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CRD#: 6323184

Professional summary

Christopher Louis Coleman is a registered financial advisor currently at INVASOR CAPITAL MANAGEMENT, LLC located in Scottsdale, Arizona.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christopher 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Louis 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

August 19, 2014 - Present

INVASOR CAPITAL MANAGEMENT, LLC

Office #1: 9319 North 94th Way Suite 800, Scottsdale, AZ 85258

RIA

CRD#: 171019

Scottsdale, AZ

Past

August 19, 2014 - December 31, 2018

INVASOR CAPITAL MANAGEMENT, LLC

RIA

CRD#: 171019

SCOTTSDALE, AZ

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

Arizona
(8/19/2014)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2014

Uniform Investment Adviser Law Examination

Current Firm

INVASOR CAPITAL MANAGEMENT, LLC

CRD#: 171019 / SEC#:

Arizona

Registered Investment Advisory firm - (8/19/2014 Approved)

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Contact information

Main Address

9319 North 94th Way Suite 800, Scottsdale, AZ 85258

Mailing Address

9319 North 94th Way Suite 1000, Scottsdale, AZ 85258

Phone number

(480) 281-1230

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 442,975

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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Christopher L. Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Louis Coleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVASOR CAPITAL MANAGEMENT, LLC

INVASOR CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2014

Current Firm

INVASOR CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVASOR CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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