Joseph KouryCRD 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 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Collaborative Wealth Management, Inc.||Lake Mary, FL||Oct 2015 - Current||1|
|Lpl Financial LLC||Coral Springs, FL||Oct 2015 - Current||1|
|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|
Total Assets Under Management80MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$400,000
- 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
AL, AR, AZ, FL, GA, IN, KS, MD, ME, MN, NC, NY, OR, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.