One Degree Advisors, Inc
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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
Years of Experience
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One Degree Advisors, Inc Brokerage Details
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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.
Securities America, Inc
One Degree Advisors, Inc
Cetera Advisor Networks LLC
Coleman & Johnson Financial Advisors, Inc
Financial Network Investment Corporation
Audrey Coleman has no disclosures.
Please visit their SEC profile for more details.