Michelle Kou (CRD# 6824082) is an Investment Advisor Representative working at Eagle Strategies LLC in San Dimas, CA and has over 2 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 6223212
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | San Dimas, CA | Mar 2024 - Current | < 1 |
| Nylife Securities, LLC | San Dimas, CA | Oct 2020 - Current | 3 |
| New York Life Insurance Company | San Dimas, CA | Apr 2017 - Current | 7 |
| Unemployed | Glendora, CA | Mar 2017 - Apr 2017 | < 1 |
| Kou's Corporation | Glendora, CA | Jan 2015 - Mar 2017 | 2 |
| Cr Window | South El Monte, CA | Feb 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- CA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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