John
Koudsi
Core Financial
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About this Advisor
John Koudsi is a financial advisor based in El Segundo, California, working with Core Financial. John has previously held positions at Counterpoint Mutual Funds, LLC and Core Financial Partners Inc. John has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, John is part of Core Financial, which operates out of El Segundo, California. The firm has 6 employees and manages assets totaling $254.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Core Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Financial Brokerage Details
$254,026,037
6
592
$429,098
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
John Koudsi Work History
Counterpoint Mutual Funds, LLC
Core Financial Partners Inc
Disclosures
Please visit the SEC profile of John Koudsi 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 Core Financial
El Segundo, CA
El Segundo, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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