John Koller (CRD# 2400754) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in Arlington, VT and has over 18 years of experience in the finance industry.
CRD# 2285905
Archer Investment Corporation
CRD# 6563579
Edward Jones
CRD# 1137908
Archetype Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oppenheimer + Close LLC | New York, NY | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
- NY
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Total Assets Under Management82MILLIONS
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Total Number of Accounts131ACCOUNTS
-
Average Account Value$626,970
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, DC, FL, MA, NH, NJ, NY, PA, TX
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