Ron Koren (CRD# 6512673) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Philadelphia, PA | Oct 2021 - Current | 2 |
| Tiaa | Philadelphia, PA | Oct 2021 - Current | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
| S63 | Uniform Securities State Law Examination | Jul 2020 |
- PA
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- 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
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