Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Coffman is a financial advisor with Geneos Wealth Management, Inc. William has been in the financial industry since 1993. He has Series 7, 63, and 65 licenses and is a Certified Financial Planner. William is also a licensed CPA. William Coffman is based in Liberty Hill, TX, and works with individuals, businesses, and charitable organizations. William's firm specializes in financial planning, portfolio management, and educational seminars. William's firm also provides trust services and bookkeeping services. William is committed to providing clients with comprehensive financial advice to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/12/2011 - Present
Geneos Wealth Management, Inc. (Liberty Hill TX)
AZ
08/07/1996 - 05/13/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
07/13/1993 - 08/09/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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