Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Anne Coughran is a financial advisor affiliated with Frost Investment Services. Leigh Anne has been in the industry since March 2012 and holds licenses for both Broker-Dealer and Investment Advisor representatives. Leigh Anne currently holds Series 7 and 63 securities licenses and the SIE exam. Leigh Anne has been with Frost National Bank since 2000 and Frost Brokerage Services since 2002. Leigh Anne works with a variety of clients including individuals, corporations, and charitable organizations. Leigh Anne's firm, Frost Investment Services, manages assets in the range of $1 billion to $10 billion.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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