Charles CohickCRD Number: 6038438
Current Firm: Index Fund Advisors, Inc.
Charles Cohick (CRD# 6038438) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Index Fund Advisors, Inc.||Irvine, CA||Feb 2014 - Current||4|
|Mercer Advisors Inc.||Schaumburg, IL||Oct 2011 - Feb 2014||2|
|John Stott Ministries||Wheaton, IL||Aug 2010 - Sep 2011||1|
|Student||Wheaton, IL||Jan 2002 - May 2010||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management2,727MILLIONS
Total Number of Accounts5,598ACCOUNTS
Average Account Value$487,141
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV