Lois Coshman, financial advisor Beaumont TX
93 score

Lois Coshman

CRD Number: 1083449
Current Firm: Partners For Prosperity, LLC

Lois Coshman (CRD# 1083449) is an Investment Advisor Representative working at Partners For Prosperity, LLC in Beaumont, TX and has over 17 years of experience in the finance industry.

Similar Advisors
Patrick Foy, financial advisor Beaumont TX
Patrick J. Foy
CRD# 1485275
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Richard Gagne, financial advisor Beaumont TX
Richard A. Gagne
CRD# 1025516
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Charles Manthey, financial advisor Beaumont TX
Charles R. Manthey
CRD# 1675091
Bluechip Financial Planning, Inc.
Company Name Location Dates Years
Partners For Prosperity, LLC Mt. Enterprise, TX Jun 2015 - Current 2
Miller Chaffin Retirement Services Beaumont, TX Jul 2011 - Current 6
First American National Investment Advisors, LLC Jasper, TX Jan 2015 - Jun 2015 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jun 2011 - Feb 2015 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2011 - Feb 2015 3
Bbva Compass Investment Solutions Inc. Woodville, TX Jun 2010 - Apr 2011 < 1
Compass Bank Woodville, TX Apr 2010 - Apr 2011 1
Advanced Financial Services Jasper, TX Jan 2010 - Mar 2010 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2006 - Jan 2010 3
Cambridge Investment Research, Inc. Fairfield, IA Sep 2006 - Jan 2010 3
Cambridge Investment Research, Inc. Fairfield, IA May 2009 - Dec 2009 < 1
Independent Insurance Sales Beaumont, TX Nov 2005 - Sep 2006 < 1
Raymond James Financial Services, Inc. Beaumont, TX Nov 2001 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Lois Y. Coshman
Phone Number: (903) 822-4144
Registered State(s):
  • TX
Current Firm Details
Partners For Prosperity, LLC
Firm's CRD Number: 148122
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.