Rex KohlCRD Number: 811403
Current Firm: M Holdings Securities, Inc.
Rex Kohl (CRD# 811403) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Uniondale, NY and has over 31 years of experience in the finance industry.
Park Avenue Securities LLC
A.g.p / Alliance Global Partners
|Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.)||Minnetonka, MN||Dec 2001 - Current||20|
|Financial Resource Management Group, Inc.||Minnetonka, ME||Oct 2000 - Current||21|
|Afg Financial Services (formerly: Cfg Financial Services)||Minnetonka, MN||Oct 1984 - Feb 2014||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1991|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management4,583MILLIONS
Total Number of Accounts9,704ACCOUNTS
Average Account Value$472,240
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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