Bethel Coleman
Bethel Coleman is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2000 Mallory Lane #180, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations26 states
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.