Carol KhouriCRD Number: 1777303
Current Firm: Wingate Wealth Advisors, Inc.
Carol Khouri (CRD# 1777303) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 29 years of experience in the finance industry. Carol Khouri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Wingate Capital Corporation||Lexington, MA||Jan 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
|S65||NASAA Investment Advisors Law Examination||Sep 1995|
Total Assets Under Management531MILLIONS
Total Number of Accounts1,964ACCOUNTS
Average Account Value$270,410
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, DC, FL, MA, MD, ME, NH, NY, RI, TX, VT
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