Gary KokinCRD Number: 1146824
Current Firm: Wells Fargo Advisors, LLC
Gary Kokin (CRD# 1146824) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Williamsville, NY and has over 32 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Wells Fargo Advisors LLC||Buffalo, NY||May 2009 - Current||7|
|Wachovia Securities, LLC||Williamsville, NY||Jan 2009 - May 2009||< 1|
|Ubs Financial Services Inc.||Buffalo, NY||Sep 1996 - Jan 2009||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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