AS
ChFC
AS
ChFC

Anne Spinks

40 Years of Experience
Conroe, TX
BrokerSells Insurance

Anne Spinks is a ChFC-designated registered investment advisor, based in Conroe, TX, with 40 years of industry experience.

Location

Conroe, TX

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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 is an advisory representative of a Registered Investment Advisor (RIA) and an Elder/committee member at First Presbyterian Church. She is also an owner/independent insurance agent for various independent insurance companies, dedicating about 10-20% of her time to this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2009 - Present · 16 yrs 11 mos
Cambridge Investment Research Advisors, INC.
August 2009 - Present · 16 yrs 11 mos
Previous Registrations
Mutual Service Corporation
January 2007 - August 2009 · 2 yrs 7 mos
Mutual Service CorporationBroker
August 2004 - August 2009 · 5 yrs
Quest Capital Strategies, INC.Broker
December 2003 - August 2004 · 8 mos
The Lincoln National Life Insurance CompanyBroker
June 1992 - December 2001 · 9 yrs 6 mos
Mutual Service CorporationBroker
March 1989 - December 1999 · 10 yrs 9 mos
Lowry Financial Services CorporationBroker
July 1983 - March 1989 · 5 yrs 8 mos
State Registrations10 states
AKALCACOFLIAMDNJNMTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anne Spinks - Financial Advisor | TrueAdvisor