Coley Eckenrode is a registered investment advisor, based in Midlothian, VA, with 20 years of industry experience.
Location
130 Wylderose Dr, Midlothian, VA, 23113
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Coley works as an agent/broker for Select Brokers LLC and VAM Fixed Insurance, selling fixed insurance products since 2006 and 2005 respectively. These activities require minimal time commitment.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
July 2005 - August 2023 · 18 yrs 1 mo
Securian Financial Services, INC.Broker
May 2005 - August 2023 · 18 yrs 3 mos
State Registrations21 states
ALCACTDEFLGAINLAMDMEMTNCNYOHSCTNTXVAVTWAWV
AdvisorBrokerBoth
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.