Gary KoenigCRD Number: 5898750
Current Firm: Northwest Advisors, Inc.
Gary Koenig (CRD# 5898750) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Erie, PA and has over 6 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Northwest Advisors, Inc.||Erie, PA||Nov 2011 - Current||5|
|Northwest Savings Bank||Erie, PA||Feb 2001 - Current||16|
|Obs Financial Services, Inc.||Whitehouse, OH||Jul 2011 - Nov 2011||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management361MILLIONS
Total Number of Accounts2,694ACCOUNTS
Average Account Value$133,853
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NY, OH, PA, SC, TX, VA