Gregory Koenig, financial advisor Medford OR
93 score

Gregory Koenig

CRD Number: 1342457
Current Firm: Koenig Investment Advisory, LLC

Gregory Koenig (CRD# 1342457) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Mylaunch, LLC Medford, OR Apr 2016 - Current 1
Koenig Investment Advisory Medford, OR Jan 1994 - Current 23
Mutual Securities, Inc. Eneino, CO Mar 1990 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
Contact Info for Gregory A. Koenig
Phone Number: 541-608-0551
Registered State(s):
  • CA
  • CO
  • OR
  • WA
  • TX
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $254,067
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO, NE, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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