John KozolCRD Number: 6006271
Current Firm: First Allied Advisory Services, Inc.
John Kozol (CRD# 6006271) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Bellevue, WA and has over 5 years of experience in the finance industry.
Brighton Jones LLC
|First Allied Advisory Services, Inc.||Chesterfield, MO||May 2014 - Current||3|
|First Allied Securities Inc.||Bellevue, WA||Jan 2012 - Current||6|
|Crate & Barrel||Seattle, WA||Sep 2010 - Jan 2012||1|
|University Of Washington||Seattle, WA||Jun 2007 - Jun 2011||4|
|Theno's Dairy||Redmond, WA||Jun 2007 - Sep 2010||3|
|Inglemoor High School||Kenmore, WA||Jun 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV
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