Gregory KoenigCRD 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.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Mylaunch, LLC||Medford, OR||Apr 2016 - Current||1|
|Koenig Investment Advisory||Medford, OR||Jan 1994 - Current||24|
|Mutual Securities, Inc.||Eneino, CO||Mar 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
Total Assets Under Management120MILLIONS
Total Number of Accounts471ACCOUNTS
Average Account Value$254,067
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, CO, NE, OR, TX, WA