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Audrey Coleman
from One Degree Advisors, Inc.
Audrey Coleman is a financial advisor based in California, San Diego,
with 31 years of experience. Audrey currently works for
One Degree Advisors, Inc..
Audrey maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Audrey Coleman works at One Degree Advisors, Inc.
One Degree Advisors, Inc. is a financial advisory firm based in San Diego, California. It currently has approximately $273,953,235 of assets under management and employs about 7 people. One Degree Advisors, Inc. uses a fee structure of a percentage of assets under your management and fixed and hourly fees for financial planing.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
16 years
Fee structure
A percentage of assets under your management and fixed and hourly fees for financial planing
Office location
8880 Rio San Diego Drive, Suite 1000, San Diego, California, 92108
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