Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleman? Claim Your ProfileColeman Showalter is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Coleman is a registered representative in Virginia and has been in the securities industry since January 12, 2015. Coleman has a Series 63, Series 66, Series 7 and SIE license. Coleman has been with Cambridge Investment Research Advisors, Inc. since April 2, 2020. Previously, Coleman worked for Concorde Investment Services, LLC. Coleman is also a managing member of Showall Financial Group, LLC and an agent for insurance/benefits/human resources. Coleman is an owner of Rocktown Marketing Agency, LLC. Coleman is also a DBA for James River Advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
04/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Rockingham VA)
VA
08/12/2016 - 11/04/2016
CONCORDE INVESTMENT SERVICES, LLC (Harrisonburg VA)
VA
11/05/2014 - 11/30/2015
CONCORDE INVESTMENT SERVICES, LLC (Harrisonburg VA)
BC
Issued 07/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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