Joseph Koury, financial advisor Coral Springs FL
90 score

Joseph Koury

CRD Number: 5980911
Current Firm: Collaborative Wealth

Joseph Koury (CRD# 5980911) is an Investment Advisor Representative working at Collaborative Wealth in Coral Springs, FL and has over 6 years of experience in the finance industry.

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Fin-est Investment Advisors, LLC
Company Name Location Dates Years
Collaborative Wealth Management, Inc. Lake Mary, FL Oct 2015 - Current 2
Lpl Financial LLC Coral Springs, FL Oct 2015 - Current 2
Evershore Financial Group Boca Raton, FL Sep 2011 - Oct 2015 4
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Oct 2015 4
Minnesota Life St. Paul, MN Sep 2011 - Oct 2015 4
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Sep 2011 < 1
Unemployed Ft Lauderdale, FL Apr 2007 - Aug 2011 4
Sentinel Security & Communications, Inc. New Hartford, NY Aug 2000 - Apr 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Joseph M. Koury
Phone Number: 407-792-3336
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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