CC
CC

Corey Alan Coleman

13 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
63 clients
Average Client Portfolio
$79.5M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

130 Theory, Suite 200, Irvine, CA, 92617

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History

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.

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Other Business Activities

Corey works as a contract instructor for Film Action Oregon (DBA Hollywood Theatre), teaching occasional classes. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Precept Advisory Group LLC
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
HUB International Investment Services INC. (hiis)
March 2017 - November 2020 · 3 yrs 8 mos
Cambridge Investment Research Advisors, INC.
March 2017 - November 2020 · 3 yrs 8 mos
HUB International Investment Services INC.Broker
March 2017 - November 2020 · 3 yrs 8 mos
Cambridge Investment Research, INC.Broker
March 2017 - November 2020 · 3 yrs 8 mos
LPL Financial LLCBroker
March 2016 - March 2017 · 1 yr
Transamerica Investors Securities CorporationBroker
January 2012 - January 2016 · 4 yrs
State Registrations2 states
CAOR
Advisor
Exams
No exam information available for this advisor.
Corey Alan Coleman - Financial Advisor | TrueAdvisor