Alexander
Koury

Commonwealth Financial Network

CRD#5607498
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Alexander Koury is a certified financial planner operating in Scottsdale, Arizona who has 6 years of relevant experience. Koury is an employee of Commonwealth Financial Network. The advisor has gained experience at Charles Schwab & Co, Inc, Iphone App Development, Schwab Private Client Investment Advisory, Inc, Lpl Financial, LLC, Householder Group Estate & Retirement Specialists, Koury Capital, LLC, Commonwealth Financial Network, Hosler Wealth Managment, LLC and Wealthforesight. Koury holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Arizona. Commonwealth Financial Network is a registered investment business based out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It handles $146 billion in total assets between its 585,629 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services are based on which services are offered. Fees billed by Commonwealth Financial Network can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7400 East Pinnacle Peak Road #100
Scottsdale, AZ 85255

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

AZ Average: $16,012,751,954
Total Number of Employees

4,300

AZ Average: 118
Total Number of Accounts

585,629

AZ Average: 4,567
Average Account Size

$249,965

AZ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alexander Koury Work History

Alexander has been registered as a financial advisor for 6 years.*

2020 - Present (4 years)

Hosler Wealth Managment, LLC

2017 - Present (7 years)

Commonwealth Financial Network

2018 - 2020 (2 years)

Wealthforesight

2014 - 2017 (3 years)

Lpl Financial, LLC

2014 - 2017 (3 years)

Householder Group Estate & Retirement Specialists

2014 - 2017 (3 years)

Koury Capital, LLC

2012 - 2014 (2 years)

Schwab Private Client Investment Advisory, Inc

2010 - 2017 (7 years)

Iphone App Development

2008 - 2014 (6 years)

Charles Schwab & Co, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Koury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Michael Legacy
San Diego, CA
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Seth Penney
Iowa City, IA
Tristan Garrett
Lombard, IL
Mark Kutzke
Rochester, MN
Tyler Price
Kennewick, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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