Ian Jerrell Coleman
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2024 to now
- Cambridge Investment Research, Inc.Jul 2024 to now
- Truist Advisory Services, Inc.Feb 2021 to Jun 2024
- Truist Investment Services, Inc.Feb 2021 to Jun 2024
- Suntrust Advisory Services, Inc.Aug 2017 to Feb 2021
- Suntrust Investment Services, Inc.Jul 2017 to Feb 2021
- LPL Financial LLCJun 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 4380754
- Firm CRD
- 134139