Coleman Williams Pollard, CFP, ChFC, CLU

Overview

Coleman Williams Pollard is an insurance agent and an investment adviser representative based in Richmond, VA, with 29 years in the industry.

Years in the industry

29

States licensed

10

States registered

1

Carrier appointments

19

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 10 states
• Registered in 1 state

• Producer
• Series 63
• Series 66

4 lines of authority, with every state and its dates

Firms

• Steelhead Wealth ManagementCurrent firm

Employment history since 2006

Carriers

19 active carrier appointments

Book and practice

Firm assets under management on file