Robert T Coleman IV, CFP, CLU

Overview

Robert T Coleman IV is an insurance agent and an investment adviser representative based in Greenville, SC, with 15 years in the industry.

Years in the industry

15

States licensed

4

States registered

1

Exams passed

2

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 4 states
• Registered in 1 state

• Producer
• Series 63
• Series 65

3 lines of authority, with every state and its dates

Firms

• Foster VictorCurrent firm

Employment history since 2017

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file