Maria CoeCRD Number: 5598833
Current Firm: Valic Financial Advisors, Inc.
Maria Coe (CRD# 5598833) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Valic||Linthicum, MD||Jan 2011 - Current||7|
|Keel Point||Vienna, VA||Sep 2008 - Nov 2010||2|
|Wilberforce Foundation||Annapolis, MD||May 2008 - Aug 2008||< 1|
|Glazier Family||Mt. Pleasant, SC||Jan 2008 - May 2008||< 1|
|Unemployed||Charleston, SC||Sep 2006 - Dec 2007||1|
|Palate Pleasers Catering||Annapolis, MD||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV