Audrey
Coleman

One Degree Advisors, Inc

CRD#1428828
Investment Advisor
in San Diego, CA
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About this Advisor

Audrey Coleman is a certified financial planner working in San Diego, California, who has been in the financial industry for 23 years. Coleman is an advisor for One Degree Advisors, Inc. Throughout their career, Coleman has worked at Financial Network Investment Corporation, Cetera Advisor Networks LLC, Securities America, Inc, One Degree Advisors, Inc and Coleman & Johnson Financial Advisors, Inc. Coleman holds a Series 63 license, qualifying them as a securities broker, and is approved to serve investors in California. One Degree Advisors, Inc is a registered investment company based out of San Diego, California. It handles $156 million in assets under management among its 613 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 613 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. One Degree Advisors, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by One Degree Advisors, Inc can consist of any combination of asset-based, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions, Others

Disclosures

No

Office Location

8880 Rio San Diego Drive Ste 1000
San Diego, CA 92108-1634

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One Degree Advisors, Inc Brokerage Details

Total Assets Under Management

$169,702,068

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

693

CA Average: 3,727
Average Account Size

$244,880

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Audrey Coleman Work History

Audrey has 23 years of experience.

2014 - Present (5 years)

Securities America, Inc

2014 - Present (5 years)

One Degree Advisors, Inc

2013 - 2014 (1 year)

Cetera Advisor Networks LLC

2001 - 2014 (13 years)

Coleman & Johnson Financial Advisors, Inc

1995 - 2012 (17 years)

Financial Network Investment Corporation

Disclosures

Audrey Coleman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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