John KoshyCRD Number: 1848801
Current Firm: Lincoln Financial Advisors Corporation
John Koshy (CRD# 1848801) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Round Rock, TX and has over 18 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Lincoln Financial Advisors||Round Rock, TX||Nov 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
Total Assets Under Management15,326MILLIONS
Total Number of Accounts55,801ACCOUNTS
Average Account Value$274,649
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, WY