Gregg CohenCRD Number: 1375698
Current Firm: Lws Wealth Advisors Of Colorado, Inc.
Gregg Cohen (CRD# 1375698) is an Investment Advisor Representative working at Lws Wealth Advisors Of Colorado, Inc. in Edwards, CO and has over 20 years of experience in the finance industry.
Sagepoint Financial, Inc.
Western Wealth Management LLC
Cambridge Investment Research Advisors, Inc.
|Lws Wealth Advisors Of Colorado, Inc.||Edwards, CO||Aug 2013 - Current||4|
|Bloomberg LP||New York, NY||Jun 2010 - Jul 2013||3|
|Unemployed||N/a, NJ||Aug 2009 - May 2010||< 1|
|Merrill Lynch||Short Hills, NJ||Feb 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management23MILLIONS
Total Number of Accounts92ACCOUNTS
Average Account Value$251,087
- 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)
CO, NJ, NY, TX
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