Anna Mcmahan Houser
Investment adviser representative at Advisorstrust Partners LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$435.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Advisorstrust Partners LLCOct 2026 to now
- Mcmahan Financial, LLCMay 2014 to now
- Prospera Financial ServicesMay 2014 to Oct 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advisorstrust Partners LLC
Legal name: Advisortrust Partners, LLC
$435.3MAssets managed
184Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6598031
- Firm CRD
- 304967