Karl FurnoCRD Number: 5424465
Current Firm: J. W. Cole Advisors, Inc.
Karl Furno (CRD# 5424465) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Winter Springs, FL and has over 10 years of experience in the finance industry. Karl Furno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|J.w. Cole Advisors, Inc.||Tampa, FL||Feb 2017 - Current||1|
|J.w. Cole Financial, Inc.||Tampa, FL||Feb 2017 - Current||1|
|Central Florida Ymca||Oviedo, FL||Jul 2004 - Current||13|
|G.a. Repple & Company||Casselberry, FL||Sep 2007 - Feb 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management1,501MILLIONS
Total Number of Accounts7,731ACCOUNTS
Average Account Value$194,099
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV