Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
AVOW Advisors |
| Address: |
2210 W. Main Street, Suite 107-387 |
| City: |
Battle Ground |
| State: |
WA |
| Zip Code: |
98604 |
| Telephone: |
(360) 686 - 8560 |
| Fax: |
(360) 397 - 6596 |
| Web Site: |
n/a |
| |
| Providing a personalized service to assist federal employees and their families in preparing for retirement and other financial goals. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
P. Ann Wagner |
(360) 686 - 8560 |
avow1100@yahoo.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 7, Series 66
Insurance Licenses (Life, Health, Disability, etc): Life, Health, Disability, Long Term Care, Annuity
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBCSM, CSA, RIA
Education/Area of Study: B.S. Zoology, Pre-med
Associations and Affiliations: Financial Planning Association (FPA)
Experience:
I have / The office has been providing financial and/or related advice to clients for 25 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
--- |
Fee based on percentage of assets managed; percentage ranges |
--- |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty: Federal employee Retirement Planning
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? WA
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
