Charles Stephon Coleman
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Charles Stephon Coleman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCApr 2025 to now
- Assetmark Brokerage, LLCMar 2021 to Apr 2025
- Assetmark Financial Holdings, Inc.Mar 2021 to Apr 2025
- UnemployedNov 2020 to Mar 2021
- Assetmark Brokerage, LLCJan 2019 to Nov 2020
- Assetmark Financial, Inc.Jan 2019 to Nov 2020
- UnemployedAug 2018 to Dec 2018
- USAA Investment Management CompanyJan 2018 to Jul 2018
- USAA Financial Advisors, IncFeb 2015 to Jul 2018
- USAA Financial Planning ServicesFeb 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6290047
- Firm CRD
- 6413