Darin Koss (CRD# 2275060) is an Investment Advisor Representative working at Tower Wealth Partners in Lewisburg, PA and has over 31 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Alden Associates, Inc. | Lewisburg, PA | Oct 2020 - Current | 3 |
| Tower Wealth Partners, Inc. | Lewisburg, PA | Sep 2020 - Current | 3 |
| Koss Financial Group | Lewisburg, PA | Sep 2016 - Current | 7 |
| Raymond James Financial Services, Inc. | Lewisburg, PA | Nov 2015 - Sep 2020 | 4 |
| Raymond James Financial Services Advisors Inc. | Lewisburg, PA | Nov 2015 - Sep 2020 | 4 |
| Wells Fargo Advisors Financial Network LLC | Lewisburg, PA | May 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- PA
- TX
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Total Assets Under Management308MILLIONS
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Total Number of Accounts730ACCOUNTS
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Average Account Value$421,781
- 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
- Selection of other advisers (including private fund managers)
FL, MD, MI, NH, NJ, PA, TX, VA
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