Coleman Edward Campbell
Investment adviser representative at Advocates Wealth Planning
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$448.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Advocates Wealth PlanningMay 2012 to now
- Cypress Advisory Services Ltd., LLPMay 2012 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advocates Wealth Planning
Legal name: Your Advocates, Ltd., LLP
$448.1MAssets managed
193Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2805109
- Firm CRD
- 138612