John William Coleman

Employer firm

Live Oak Private Wealth, LLC CRD 297904

$1.32B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1999 → 08/2018
  Scott & Stringfellow, Inc.
  Raleigh, NC
• 01/2013 → 08/2018
  Bb&T Securities, Llc
  Wilmington, NC
• 08/2018 → Present
  Live Oak Private Wealth, Llc
  Wilmington, NC

Previous Registrations

• 2013-01-02 → 2018-09-11
  Bb&T Securities, Llc
  Wilmington, NC
• 2001-12-31 → 2013-01-02
  Scott & Stringfellow, Llc
  Wilmington, NC
  Wilmington, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-13

Other Names

• Bill Coleman