John Couric (CRD# 4139537) is an Investment Advisor Representative working at Couric Financial in Harrisonburg, VA and has over 24 years of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2421567
Southland Equity Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Couric Financial Partners, LLC | Harrisonburg, VA | Nov 2021 - Current | 2 |
| John N. Couric E.a. | Coral Gables, FL | Nov 2010 - Current | 13 |
| Couric Company, LLC | Harrisonburg, VA | Apr 2009 - Current | 15 |
| Couric & Co, LLP | Washington Dc, DC | Oct 2020 - Nov 2021 | 1 |
| Communicating Values | Port Republic, VA | Feb 2018 - Nov 2021 | 3 |
| Philosophy Of Investing | Port Republic, VA | Feb 2018 - Nov 2021 | 3 |
| Providence Asset Management, LLC | Harrisonburg, VA | Jul 2013 - Nov 2021 | 8 |
| Cetera Advisor Networks LLC | El Segundo, CA | Mar 2006 - Nov 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- FL
- VA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts313ACCOUNTS
-
Average Account Value$148,329
- 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)
FL, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.