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Coleman Edward Campbell

Investment Adviser Representative at ADVOCATES WEALTH PLANNING

Houston, TXCRD #2805109Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Coleman Edward Campbell has worked in the securities industry since 1996. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/8/1996
Series 7
General Securities Representative Examination
Passed 1/18/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/5/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.20%
$500,001-$1,000,0000.90%
$1,000,001-$2,000,0000.70%
$2,000,001-$5,000,0000.50%
$5,000,001-$10,000,0000.40%
Over $10,000,000
Source

Advocates Wealth Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADVOCATES WEALTH PLANNINGCurrent
5/14/2012Houston, TX
METLIFE SECURITIES INC.
11/14/19965/21/2012Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ADVOCATES WEALTH PLANNING

3 other advisors in the directory

View ADVOCATES WEALTH PLANNING firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Coleman Edward Campbell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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