ChFC

Terry Coleman

47 Years of Experience

Brentwood, TN

1 DisclosureSells Insurance

Terry Coleman is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 47 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,294 clients with $1.2B in assets under management.

Virtue Capital Management, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

89 advisors

Number of Clients

4,294 clients

Average Client Portfolio

$281K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1K

Investment management only (planning not offered)

VCM charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiated and can range from 1.00% to 1.95% per year. Fees are paid monthly, based on the average daily balance of your account. Related accounts may be combined to help clients meet fee breakpoints and lower the overall fee. Clients also pay a $12 monthly technology fee.

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Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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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.

Regulatory

October 2004

Final

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Other Business ActivitiesSells Insurance

Terry is the owner and president of Retirement Resource Group, where he markets and sells fixed annuities, life insurance, and senior health products. This takes up about half of Terry's time, with a significant portion occurring during trading hours.

Employment History

Current Registrations

Virtue Capital Management, LLC

May 2016 - Present · 10 yrs 2 mos

Previous Registrations

First Heartland Capital, INC.Broker

November 2021 - November 2021 · 0 mos

First Heartland Consultants, INC.

September 2021 - November 2021 · 2 mos

Horter Investment Management, LLC

May 2012 - May 2016 · 4 yrs

Spectrum Capital, INC.

July 2007 - May 2008 · 10 mos

Spectrum Capital, INC.Broker

January 2007 - May 2008 · 1 yr 4 mos

Retirement Income Advisors, LLC

June 2006 - July 2007 · 1 yr 1 mo

Gateway Financial Advisors, INC.

October 2004 - May 2006 · 1 yr 7 mos

Fsc Securities CorporationBroker

June 2004 - May 2006 · 1 yr 11 mos

Natcity Investments, INC.Broker

April 2004 - May 2004 · 1 mo

Walnut Street Securities, INC.Broker

February 2003 - April 2004 · 1 yr 2 mos

Transamerica Financial Advisors, INC.

March 2001 - February 2003 · 1 yr 11 mos

Transamerica Financial Advisors, INC.Broker

February 2001 - February 2003 · 2 yrs

First Heartland Capital, INC.Broker

July 1997 - February 2001 · 3 yrs 7 mos

Transamerica Securities Sales CorporationBroker

June 1989 - July 1995 · 6 yrs 1 mo

Transamerica Financial Resources, INC.Broker

June 1989 - July 1997 · 8 yrs 1 mo

Princor Financial Services CorporationBroker

March 1982 - May 1989 · 7 yrs 2 mos

Metropolitan Life Insurance CompanyBroker

January 1974 - November 1981 · 7 yrs 10 mos

State Registrations1 state

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.

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