Alexander Koury, CFP®, financial advisor Phoenix AZ
107 score

Alexander Koury, CFP®

ValuesQuest

CRD Number: 5607498
Current Firm: Householder Group Estate & Retirement Specialists
Compensation Model: Fee Only

Alex Koury is a CERTIFIED FINANCIAL PLANNER™ professions Professional and Wealth Advisor for Values Quest, Inc., in Phoenix, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through Commonwealth Financial Network®.  Alex is also licensed through the state of Arizona, California, and Georgia for life, accident/health, disability, fixed and variable annuities and property and casualty insurance.

As Wealth Advisor for Values Quest, Inc., Alex provides financial services for Scottsdale and the Phoenix Metropolitan area. He is also an Investment Advisor Representative with Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA with $1 billion in annual revenues*, Commonwealth has the scale, stability, and resources to help us deliver the solutions our clients need. With a staff of approximately 810, Commonwealth helps approximately 1,710 independent advisors serve their clients and manage total account assets of approximately $114.4 billion.**

Values Quest, Inc., is an independent wealth management firm dedicated to helping their clients build and preserve their wealth and hard-earned assets. The firm’s independence enables Alex to establish working relationships with other industry leading financial professionals, estate attorneys, CPAs, and insurance providers. Alex leverages their expertise to create customized portfolios, and he only recommends those products and services that are specifically tailored to suit his clients’ unique needs and values. In addition, he prides himself on building lifelong relationships with his clients, which he considers family.

After graduating from Regis University in Denver, Colorado with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.  Alex is the Pro Bono/Public Awareness Chairperson for the Financial Planning Association of Greater Phoenix and provides financial planning education to other nonprofit organizations and private companies in the valley. In addition to his professional achievements, Alex enjoys sports, the outdoors and spending time with his wife, Amzi, and their 9-month-old daughter, Naila.  A frequent hiker you may find Alex on Camelback or Piestewa Peak Mountain any given morning.

CONTACT
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Professional Designations
Company Name Location Dates Years
ValuesQuest Phoenix, AZ Aug 2017 - Current < 1
Householder Group Estate & Retirement Specialists Phoenix, AZ Aug 2014 - Current 3
Iphone App Development Phoenix, AZ Oct 2010 - Current 7
Lpl Financial, LLC Scottsdale, AZ Aug 2014 - Jul 2017 2
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2012 - Jul 2014 2
Charles Schwab & Co, Inc. Phoenix, AZ Oct 2008 - Jul 2014 5
Life Success Companies Scottsdale, AZ Nov 2008 - Jan 2009 < 1
Unemployed Phoenix, AZ Jul 2008 - Oct 2008 < 1
Us Airways Phoenix, AZ May 2008 - Jul 2008 < 1
Unemployed Phoenix, AZ Apr 2008 - May 2008 < 1
Ajilon Finance Phoenix, AZ Feb 2008 - Apr 2008 < 1
Vestar Phoenix, AZ Aug 2006 - Jan 2008 1
Raytheon Missiles Company Tucson, AZ Apr 2004 - Aug 2006 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2008
S63 Uniform Securities State Law Examination Dec 2008
S9 and 10 General Securities Sales Supervisor Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Alexander G. Koury, CFP®
By the Numbers
  • Total Assets Under Management
    604
    MILLIONS
  • Total Number of Accounts
    3,703
    ACCOUNTS
  • Average Account Value
    $163,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Firm Disclaimer:

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.

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BADGES
107
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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