AH
AH

Anna Mcmahan Houser

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
275 advisors
Number of Clients
15,632 clients
Average Client Portfolio
$628K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Loading...

Location

420 Park St, Suite 100, Belmont, NC, 28012

Get directions

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.

Learn about disclosures →
Other Business Activities

Anna volunteers at Holy Trinity Lutheran Church as a Sunday School Teacher and Bible Study Leader, dedicating about 10-40% of her weekly time. She is also a Managing Member of Sandy Ventures, LLC, which sells apparel, stickers, and accessories, spending a few hours per week on this business.

Employment History
Current Registrations
Prospera Financial Services, INC.
October 2020 - Present · 5 yrs 4 mos
Prospera Financial Services, INC.Broker
July 2020 - Present · 5 yrs 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anna Mcmahan Houser - Financial Advisor | TrueAdvisor