AH
AH

Anne Coffman Howe

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1400 N Mccoll Rd, Suite 208, Mcallen, TX, 78501

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History

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.

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Other Business ActivitiesSells Insurance

Anne works at William Coffman & Company Inc DBA: Coffman Wealth Management. She is also an independent agent for fixed insurance with various insurance carriers and a trustee for a family trust.

Employment History
Current Registrations
Geneos Wealth Management, INC.
January 2004 - Present · 22 yrs 1 mo
Geneos Wealth Management, INC.Broker
May 2003 - Present · 22 yrs 9 mos
Previous Registrations
Sunamerica Securities, INC.Broker
November 1997 - May 2003 · 5 yrs 6 mos
Sunamerica Securities, INC.Broker
November 1997 - November 1997 · 0 mos
Intersecurities, INC.Broker
May 1996 - November 1997 · 1 yr 6 mos
State Registrations3 states
FLKSTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.