Neil CohenCRD Number: 1369608
Current Firm: Legend Advisory Corporation
Neil Cohen (CRD# 1369608) is an Investment Advisor Representative working at Legend Advisory Corporation in Rockville Centre, NY and has over 31 years of experience in the finance industry.
Legacy Care Wealth, LLC
H. Beck, Inc.
Karagosian Financial Services, Inc.
|Legend Advisory Corporation||Palm Beach Gardens, FL||Apr 2011 - Current||5|
|Legend Equities Corporation||Bohemia, NY||Jan 1994 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management2,105MILLIONS
Total Number of Accounts29,775ACCOUNTS
Average Account Value$70,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV