Ron KorenCRD Number: 6512673
Current Firm: Aegis Wealth Management, Inc.
Ron Koren (CRD# 6512673) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.
Lpl Financial LLC
|Aegis Wealth Management, Inc.||Guthrie Center, IA||Dec 2020 - Current||< 1|
|Equitable Life Insurance Company Dba Karr Barth Associates||Bala Cynwyd, PA||Dec 2019 - Current||1|
|Equitable Advisors, LLC||Bala Cynwyd, PA||Jul 2020 - Dec 2020||< 1|
|Equitable Advisors, LLC||Bala Cynwyd, PA||Feb 2020 - Dec 2020||< 1|
|Axa Advisors, LLC||New York, NY||Dec 2019 - Jun 2020||< 1|
|Brokers International Financial Services||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 Management55MILLIONS
Total Number of Accounts520ACCOUNTS
Average Account Value$106,376
- 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)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MO, MT, NV, OH, OK, OR, PA, SC, TX, UT, VA, WI
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