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Bennett Dottridge Coleman

Cetera Investment Advisers LLC

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About Bennett Dottridge Coleman

Bennett Dottridge Coleman is an investment advisor representative with Cetera Investment Advisers LLC. Bennett has over 35 years of experience in the financial services industry. Bennett holds FINRA Series 6, 7, 63, 65, and 66 securities licenses. Bennett has previously worked at SWBC Investment Services, LLC, Financial Network Investment Corporation, SWBC Investment Company, BANC One Securities Corporation, Hibernia Investment Securities Inc., GNA Securities, Inc., and American Express Financial Advisors Inc.. Bennett is registered in Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Louisiana, Maryland, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, and Virginia. Cetera Investment Advisers LLC provides advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Bennett Coleman is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bennett Coleman’s Registration & Firm History

TX

07/31/2023 - Present

Cetera Investment Advisers LLC (AUSTIN TX)

TX

01/03/2007 - 08/01/2023

SWBC INVESTMENT SERVICES, LLC (AUSTIN TX)

TX

11/01/1995 - 12/31/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (AUSTIN TX)

NA

05/22/1995 - 11/01/1995

SWBC INVESTMENT COMPANY

IL

02/21/1992 - 05/19/1995

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

LA

04/19/1991 - 12/24/1991

HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)

VA

03/22/1989 - 04/23/1991

GNA SECURITIES, INC. (GLEN ALLEN VA)

MN

09/26/1986 - 03/28/1989

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/23/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bennett Dottridge Coleman.
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