John Koshy (CRD# 1848801) is an Investment Advisor Representative working at Symphony Retirement Partners LLC in Round Rock, TX and has over 24 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Symphony Retirement Partners LLC | Round Rock, TX | Jan 2019 - Current | 5 |
| Lincoln Financial Advisors | Round Rock, TX | Nov 2004 - Apr 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- NY
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$315,321
- 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
- Selection of other advisers (including private fund managers)
NY, TX
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