Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Coleman is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with First Horizon Advisors, Inc. in both Tennessee and Texas. Richard has held several positions throughout his career, most recently with First Tennessee Brokerage and FTB Advisors, Inc. Richard's expertise includes financial planning, pension consulting, and portfolio management. He has experience working with a variety of client types, including individuals, businesses, and institutions. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
TN
10/31/1997 - 09/09/1999
COLLEGE & UNIVERSITY SECURITIES CORPORATION (MEMPHIS TN)
TN
01/01/1991 - 09/09/1999
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
TN
10/26/1990 - 09/08/1999
ICBA SECURITIES (MEMPHIS TN)
NA
09/10/1990 - 01/01/1991
VINING-SPARKS SECURITIES, INC.
NA
03/03/1986 - 09/25/1990
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
NA
05/24/1977 - 01/23/1978
G. WEEKS & CO., INC.
NA
02/28/1977 - 06/12/1977
A. DUNCAN WILLIAMS, INC.
NA
10/01/1976 - 01/31/1977
F. D. BENTON & ASSOCIATES, INC.
BOTH
Issued 01/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/29/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/1976
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Coleman is the right advisor for you? Invested Better is here to help.
