Couric Financial
Couric Financial (CRD# 317137) is a financial advisory firm headquartered in Harrisonburg, VA. They manage $46,426,913 in 313 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts313ACCOUNTS
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Average Account Value$148,329
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, VA
Financial Advisors at Couric Financial
1
John Couric (CRD# 4139537) is an Investment Advisor Representative working at Couric Financial in Harrisonburg, VA and has over 24 years of experience in the finance industry.
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