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Margaret Coleman

17 Years of Experience
Covington, LA
Broker

Margaret Coleman is a registered investment advisor, based in Covington, LA, with 17 years of industry experience.

Location

1404 Greengate Drive, Covington, LA, 70433

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Margaret works as a private banker at Hancock Whitney and is a 50% owner of Vie A La Plage LLC, a condo rental. She also serves on the board of directors for Fore Kids Foundation and Bogue Falaya Towers Condominium, and is a successor trustee on her sister's revocable trust, spending minimal time on these activities.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2022 - Present · 3 yrs 9 mos
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hancock Whitney Investment Services INC.
June 2018 - August 2022 · 4 yrs 2 mos
Hancock Whitney Investment Services INC.Broker
June 2018 - August 2022 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
January 2010 - June 2018 · 8 yrs 5 mos
J.P. Morgan Securities LLC
January 2010 - May 2012 · 2 yrs 4 mos
Primevest Financial Services, INC.
March 2009 - January 2010 · 10 mos
Primevest Financial Services, INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
State Registrations2 states
LAMS
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.
Margaret Coleman - Financial Advisor | TrueAdvisor