Michael
Coleman

Transamerica Financial Advisors, Inc

CRD#4735144
Investment Advisor
in Clearwater, FL

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About this Advisor

Michael Coleman is a financial advisor based in Clearwater, Florida, working with Transamerica Financial Advisors, Inc. Michael has previously held positions at Wfgia, Church Of Scientology, Dynamic Expansion, Inc, Transamerica Financial Advisors, Inc, Warner Pacific Insurance Services, Burbank System Builders, Cloudtec LLC, Tridant Enterprises, The Ice Cream Store LLC, How To Be A Dad, All For One Inc, United Realty Center Inc, Delphi Academy Of Los Angeles, Cmg Financial Services, Skyrocket Inc, Debtmerica, LLC, The Coleman Nation LLC, and Global Expansion Management. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, North Carolina, and Texas. Currently, Michael is part of Transamerica Financial Advisors, Inc, which operates out of Clearwater, Florida. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

626 Lakeview Road Suite A
Clearwater, FL 33756

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

FL Average: $1,855,561,029
Total Number of Employees

1,127

FL Average: 62
Total Number of Accounts

45,001

FL Average: 2,474
Average Account Size

$35,987

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Coleman Work History

2021 - Present (3 years)

The Coleman Nation LLC

2020 - Present (4 years)

Skyrocket Inc

2019 - Present (5 years)

United Realty Center Inc

2019 - Present (5 years)

Delphi Academy Of Los Angeles

2019 - Present (5 years)

Cmg Financial Services

2018 - Present (6 years)

All For One Inc

2017 - Present (7 years)

How To Be A Dad

2016 - Present (8 years)

Global Expansion Management

2013 - Present (11 years)

Cloudtec LLC

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Warner Pacific Insurance Services

2011 - Present (13 years)

Dynamic Expansion, Inc

2003 - Present (21 years)

Wfgia

1979 - Present (45 years)

Church Of Scientology

2020 - 2022 (2 years)

Debtmerica, LLC

2016 - 2022 (6 years)

The Ice Cream Store LLC

2015 - 2022 (7 years)

Tridant Enterprises

2012 - 2019 (7 years)

Burbank System Builders

Disclosures

Please visit the SEC profile of Michael Coleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Yancey Mbolda
Houston, TX
Lawrence Okechukwu
Houston, TX
Jennifer Lewis
Cincinnati, OH
Sergio Xula
Villa Park, IL
Angel Vidal
Port Jefferson Station, NY
Jeremiah Schalk
Cincinnati, OH
Junwei Liu
West Covina, CA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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