Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Coleman is a financial advisor at Cambridge Investment Research Advisors, Inc., a firm with over 71,000 clients. Ian specializes in providing financial planning and portfolio management services to a range of individuals, businesses, and charitable organizations. With over 22 years of experience in the industry, Ian provides customized investment advice, helping clients reach their financial goals. Ian holds multiple licenses and certifications, including Series 7, 10, 24, 52, 53, 66, and SIE.
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
07/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Glen Allen VA)
VA
07/28/2017 - 07/01/2024
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
07/01/2015 - 07/27/2017
LPL FINANCIAL LLC (MIDLOTHIAN VA)
DC
08/29/2013 - 07/09/2015
MORGAN STANLEY (WASHINGTON DC)
VA
12/11/2007 - 08/28/2013
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
MO
03/24/2006 - 12/06/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AZ
10/31/2005 - 03/21/2006
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
04/02/2002 - 12/08/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
09/24/2004 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
09/24/2004 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
MN
08/29/2001 - 02/06/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/29/2001 - 02/06/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 3 - National Commodity Futures Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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