Philip Kojich, financial advisor Carmel IN

Philip Kojich

CRD Number: 5646373
Current Firm: Capital Client Group, Inc.

Philip Kojich (CRD# 5646373) is an Investment Advisor Representative working at Capital Client Group, Inc. in Carmel, IN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
American Funds Carmel, IN Jan 2024 - Current < 1
American Funds Carmel, IN Nov 2021 - Jan 2024 2
American Funds Carmel, IN Jan 2021 - Nov 2021 < 1
American Funds Carmel, IN Apr 2020 - Jan 2021 < 1
American Funds Carmel, IN Aug 2019 - Apr 2020 < 1
Vanguard Scottsdale, AZ May 2013 - Jul 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Philip A. Kojich
Phone Number: 213-486-9200
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, IN, TX

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