TC
TC

Taren Coleman

23 Years of Experience
Gaithersburg, MD

Taren Coleman is a registered investment advisor at Nea Member Benefits, based in Gaithersburg, MD, with 23 years of industry experience. Taren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 103,368 clients.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

900 Clopper Road, Suite 300, Gaithersburg, MD, 20878-1360

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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
Nea Member Benefits
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Coleman Financial Group
October 2006 - December 2011 · 5 yrs 2 mos
Bigger & Coleman, LLC
October 2005 - May 2007 · 1 yr 7 mos
MML Investors Services, INC.
October 2003 - September 2005 · 1 yr 11 mos
AXA Advisors, LLC
May 2001 - August 2003 · 2 yrs 3 mos
State Registrations2 states
MDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Taren Coleman - Financial Advisor | TrueAdvisor