Annemarie Book is a ChFC-designated registered investment advisor, based in Sherwood, OR, with 21 years of industry experience.
Location
Sherwood, OR
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Annemarie owns Annie Book Coaching and is a co-owner/founder/partner of Her Table Wealth and Wellness. She is also an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, and a financial professional for Her Legacy Wealth Management.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cri Securities, LLC
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations9 states
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.