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David Theron Coleman

Cornerstone Investment Advisors, Inc.

Cumming, GA

CRD 1817277

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Employer firm

Cornerstone Investment Advisors, Inc. CRD 125611

$62.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cornerstone Investment Advisors, Inc.

Alpharetta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-06-19
  • GA RA
    APPROVED
    Since 2003-06-19

Branch Locations

309 Pirkle Ferry Road Suite A-200, Cumming, GA 30040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coleman & Hancock Investment Advisors, Inc. Cumming GA 11/1994 Present
  • 11/1994 → Present
    Coleman & Hancock Investment Advisors, Inc.
    Cumming, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-20
S63 Uniform Securities Agent State Law Examination 1988-04-26
  • S65 Uniform Investment Adviser Law Examination
    1994-10-20
  • S63 Uniform Securities Agent State Law Examination
    1988-04-26
Other Names
  • Dave Coleman
  • David Theron Jr Coleman

View on SEC IAPD

Nearby Firms

PFS INVESTMENTS INC.
FINANCIAL CONSULTANTS GROUP INC
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

JEANINE MARTIN
SAMANTHA MIA DUTTO
LINDA DIANE HERTOG

Nearby Offices

PFS INVESTMENTS INC. · CUMMING, GA
FINANCIAL CONSULTANTS GROUP INC · CUMMING, GA
TRUIST ADVISORY SERVICES, INC. · CUMMING, GA

More in Cumming, GA

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