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Bethel Coleman

LPL Financial LLC
20 Years of Experience
Franklin, TN
1 DisclosureBroker
View SEC Summary
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Bethel Coleman is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 20 years of industry experience. Bethel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 Mallory Lane #180, Franklin, TN, 37067

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bethel co-owns or owns three rental real estate properties and spends minimal time on each. Bethel also works full-time at TENCU Wealth Management and spends a few hours per week as a GRit Leader for NICA, Tennessee Chapter.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
January 2011 - May 2022 · 11 yrs 4 mos
CUNA Brokerage Services, INC.Broker
January 2011 - May 2022 · 11 yrs 4 mos
Edward Jones
January 2007 - December 2010 · 3 yrs 11 mos
Edward JonesBroker
March 2006 - December 2010 · 4 yrs 9 mos
State Registrations26 states
ALAZCACOFLGAHIILINKYLAMAMDMIMOMSNCNHNMNYSCTNTXUTVAWI
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.
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