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William Coleman

GARNETT ADVISORS, LLC·DENTON, Texas
Series 65Clean record8 years registeredGARNETT ADVISORS, LLC
1121 DALLAS DRIVE, DENTON, TX 76205CRD# 6852298Firm CRD# 289930

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Coleman · DENTON, TX
Registration
CRD #6852298 · GARNETT ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

GARNETT ADVISORS, LLC
Oct 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 27, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GARNETT ADVISORS, LLC
CRD 289930 · SEC 801-114876
AUM
$230M
Regulatory assets under management
Employees
2
7 client accounts
Services offered by GARNETT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GARNETT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does William Coleman offer?
William Coleman specializes in Investment Management, Fee-Only Advisory. Contact their office in DENTON, Texas for a consultation.
What are William Coleman's credentials?
William Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Coleman located?
William Coleman is based in DENTON, Texas, working with GARNETT ADVISORS, LLC. Their office serves clients in the DENTON metropolitan area and surrounding communities.
How does William Coleman charge for services?
William Coleman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARNETT ADVISORS, LLC?
GARNETT ADVISORS, LLC has approximately 2 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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