Anthony Coyne, financial advisor Camarillo CA

Anthony Coyne

CRD Number: 2398240
Current Firm: Householder Group Estate & Retirement Specialists

Anthony Coyne (CRD# 2398240) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Camarillo, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Householder Group Estate & Retirement Specialists Camarillo, CA Sep 2015 - Current 8
Coyne Wealth Management Camarillo, CA Apr 2015 - Current 8
Lpl Financial LLC Camarillo, CA Aug 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony M. Coyne
Phone Number: 602-604-0600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,081
    MILLIONS
  • Total Number of Accounts
    6,426
    ACCOUNTS
  • Average Account Value
    $168,254
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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