Gary Kokin (CRD# 1146824) is an Investment Advisor Representative working at Next Financial Group, Inc. in Williamsville, NY and has over 40 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group | Buffalo, NY | Sep 2019 - Current | 4 |
| Unemployed | Buffalo, NY | Jun 2019 - Sep 2019 | < 1 |
| Wells Fargo Clearing Services, LLC | Buffalo, NY | Nov 2016 - Jun 2019 | 2 |
| Wells Fargo Advisors LLC | Buffalo, NY | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- NY
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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