Corey Alan Coleman
Investment adviser representative at Mma Securities LLC
10 yearsExperience
2 statesRegistered in
$0Firm assets
11 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.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Mma Securities LLCJan 2026 to now
- Marsh Mclennan AgencyNov 2024 to now
- Precept Advisory Group LLCNov 2020 to Dec 2025
- Cambridge Investment Research Advisors, Inc.Mar 2017 to Nov 2020
- Cambridge Investment Research, Inc.Mar 2017 to Nov 2020
- Hub InternationalMar 2017 to Nov 2020
- Global Retirement Partners, LLCMay 2016 to Mar 2017
- LPL Financial LLCMar 2016 to Mar 2017
- Bci GroupJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 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
- 6007971
- Firm CRD
- 44254