Mr. J. Richard Coe

Meanwhile, at Coe Financial Services Inc., president J. Richard Coe said the Wichita, Kan.-based firm is happy with the consolidated data it receives from its broker-dealer, Cambridge Investment Research Inc. of Fairfield, Iowa, and through Albridge Solutions Inc. of Lawrence-ville, N.J.

,For client data on holdings not [provided] through Cambridge, it is more challenging,, he said, adding that he turns to CashEdge AllData/ FA from CashEdge Inc. of New York for that information.

,While this has been helpful, there have been frustrations, since some financial institutions build in levels of protection that go beyond login and password information,, Mr. Coe said.

J. Richard Coe, CFP®, CLUCoe Financial Services, Inc.8100 East 22nd North Building 1400-2Wichita, KS 67226Phone: 316-689-0900Fax: 316-689-0996

J. Richard Coe
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These services are available from J. Richard Coe as an investment adviser representative of Cambridge Investment Research, Inc., a federally registered investment adviser.

Financial ProductsGeneral securities such as stocks, bonds, unit investment trusts, mutual funds, limited partnerships, options, variable annuities, and variable life insurance are available from J. Richard Coe as a registered principal of Cambridge Investment Research, Inc., a broker/dealer, member NASD/SIPC.

Insurance products such as annuities, disability insurance, long term care insurance, and life insurance are available from J. Richard Coe as a licensed agent appointed with different insurance companies.
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J. Richard Coe is president and owner of Coe Financial Services, Inc., a registered investment adviser.

J. Richard Coe is an investment adviser representative of Cambridge Investment Research, Inc., a federally registered investment adviser.

Coe Financial Services, Inc. is not affiliated with Cambridge Investment Research, Inc.

J. Richard Coe is a registered principal of Cambridge Investment Research, Inc., a broker/dealer, member NASD/SIPC.

J. Richard Coe is typically licensed with several insurance companies.

J. Richard Coe is licensed for general securities in the following states:
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Education/Designations of J. Richard Coe

Using Paragon Resources' Story Builder, which Eve helped to design, Richard Coe had completed a first draft. However, he realized he needed an objective eye and writing assistance. He called on Eve to review the draft and tell him what could be improved. She edited the copy, incorporating suggestions and followup questions. Dick revised the draft and emailed it back to her. Four rounds of edits later, he had put the finishing touches on a first-rate brochure that captured his story.

"The process to complete the brochure took about 6 months, but I am thrilled with the end product. Thank you for all of your excellent counsel and input."

J. Richard Coe, CFP, CLU

J. Richard Coe, CFP®, CLU - Coe Financial Services, Inc. President 316-689-0900

J. Richard Coe

J. Richard Coe, CFP®, CLU ,founded Coe Financial Services in 1983. Dick has been a Certified Financial PlannerTM practitioner since 1983 and a Chartered Life Underwriter since 1991. He is a Registered Principal with London Pacific Securities, Inc., a Registered Broker/Dealer, member NASD & SIPC and an Investment Advisor Representative of Coe Financial Services and London Pacific Advisors. He is a member of the Wichita Estate Planning Council, the Financial Planning Association, and Rotary Club of Wichita. You may contact Dick at Coe Financial Services at 8100 E. 22nd St. North, Building 1400-2 in Wichita, by by phone at (316) 689-0900, or by e-mail at jrcoe@CoeFinancialServices.com

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