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James Coleman

27 Years of Experience
Uvalde, TX
Broker

James Coleman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Uvalde, TX, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

145 N. Camp Street, Uvalde, TX, 78801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 1999 - Present · 27 yrs 3 mos
Previous Registrations
Raymond James Financial Services
September 2006 - January 2009 · 2 yrs 4 mos
State Registrations11 states
ALCODCFLLAMTNCNDNMTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.