Coleman Barry Goldsmith

Cambridge Investment Research Advisors, INC.

32 Years of Experience

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Firm Information

Cambridge Investment Research Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

3845 advisors

Number of Clients

323,031 clients

Average Client Portfolio

$317K average

Assets Under Management

$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management

Advisor Information

Office location

901 N Broad Street, Suite 400, Rome, GA, 30161

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Coleman sells long-term care insurance policies, dedicating a few hours per week. He also works as an investment advisor for Hyde Park Wealth Advisors, LLC, dedicating nearly full-time hours.