Spiridoula Courouklis (CRD# 6553882) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors | Irvine, CA | Apr 2023 - Current | 1 |
| Unemployed | Irvine, CA | Oct 2022 - Apr 2023 | < 1 |
| Tsg Wealth Management | Long Beach, CA | Sep 2022 - Sep 2022 | < 1 |
| Unemployed | Irvine, CA | Jan 2022 - Aug 2022 | < 1 |
| Aaron Wealth Advisors | Chicago, IL | Aug 2021 - Jan 2022 | < 1 |
| Goldman Sachs & Company | Chicago, IL | Aug 2015 - Aug 2021 | 6 |
| Wintrust Financial Corporation | Rosemont, IL | May 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CA
-
Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
-
Average Account Value$426,804
- 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
- Pension consulting services
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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