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 4 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
Tobias Financial Advisors
|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
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