Ka-tye KooCRD Number: 6289354
Current Firm: Hewins Financial Advisors, LLC
Ka-tye Koo (CRD# 6289354) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 3 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Hewins Financial Advisors, LLC||Redwood City, CA||Aug 2013 - Current||3|
|Hewins Financial Advisors, LLC||San Mateo, CA||Mar 2012 - Aug 2013||1|
|Hewins Financial Advisors, LLC||San Mateo, CA||Mar 2011 - Mar 2012||1|
|Hewins Financial Advisors, LLC||San Mateo, CA||Oct 2010 - Mar 2011||< 1|
|Ajaxo Inc.||San Jose, CA||Jul 2009 - Oct 2010||1|
|University Of California Davis||Davis, CA||Sep 2008 - Jun 2009||< 1|
|University Of California Davis||Davis, CA||Sep 2006 - May 2009||2|
|Ajaxo Inc.||San Jose, CA||Jun 2008 - Aug 2008||< 1|
|Ajaxo Inc.||San Jose, CA||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management3,857MILLIONS
Total Number of Accounts4,219ACCOUNTS
Average Account Value$914,147
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI
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