Joseph Koury, financial advisor Coral Springs FL

Joseph Koury

CRD Number: 5980911
Current Firm: Great Valley Advisor Group, Inc.

Joseph Koury (CRD# 5980911) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Coral Springs, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Great Valley Advisor Group, Inc. Coral Springs, FL Apr 2018 - Current 5
Lpl Financial LLC Coral Springs, FL Oct 2015 - Current 8
Collaborative Wealth Management, Inc. Lake Mary, FL Oct 2015 - May 2018 2
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Oct 2015 4
Minnesota Life St. Paul, MN Sep 2011 - Oct 2015 4
Evershore Financial Group Boca Raton, FL Sep 2011 - Oct 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph M. Koury
Phone Number: 302-483-7200
Firm Website: http://www.nfgfp.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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