Charles Stephon Coleman is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-05-14 | present | Yes |
| ASSETMARK, INC. | 2021-09-16 | 2025-04-24 | — |
| ASSETMARK, INC. | 2019-02-07 | 2020-10-29 | — |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2018-07-19 | — |
| USAA FINANCIAL PLANNING SERVICES | 2015-03-26 | 2018-01-08 | — |
| CHARLES SCHWAB & CO., INC. | 2014-07-04 | 2015-02-06 | — |