Ron KorenCRD Number: 6512673
Current Firm: Advice And Planning Services
Ron Koren (CRD# 6512673) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 2 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Tiaa-cref Individual & Institutional Services, LLC||Philadelphia, PA||Oct 2021 - Current||< 1|
|Tiaa||Philadelphia, PA||Oct 2021 - Current||< 1|
|Aegis Wealth Management, Inc.||Guthrie Center, IA||Dec 2020 - Oct 2021||< 1|
|Equitable Life Insurance Company Dba Karr Barth Associates||Bala Cynwyd, PA||Dec 2019 - Dec 2020||1|
|Equitable Advisors, LLC||Bala Cynwyd, PA||Dec 2019 - Dec 2020||1|
|Brokers International Financial Services, LLC||Urbandale, IA||Apr 2019 - Dec 2019||< 1|
|Us Healthy Retirement Choices Inc.||Wynnewood, PA||Jun 2016 - Dec 2019||3|
|Pennsylvania State University||State College, PA||Aug 2012 - May 2016||3|
|Lower Merion High School||Lower Merion, PA||Aug 2000 - Aug 2012||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
|S63||Uniform Securities State Law Examination||Jul 2020|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.