Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleman? Claim Your ProfileColeman Alan Owen is a registered investment advisor representative with Florida Financial Advisors, LLC. Coleman has been in the industry since November 2023 and is licensed in Florida and Georgia. Coleman offers financial planning, pension consulting and portfolio management services to individuals and businesses. Coleman Alan Owen has experience in the industry and has demonstrated expertise in investment advising.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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GA
02/02/2024 - Present
Florida Financial Advisors, LLC (Atlanta GA)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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