John
Wills
The Kocen Financial Group, Inc
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About this Advisor
John Wills is a financial advisor operating in Rancho Mirage, California, with 5 years of industry experience. Wills is an advisor for The Kocen Financial Group, Inc. They have spent their complete time as a financial advisor at The Kocen Financial Group, Inc. Wills maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. The Kocen Financial Group, Inc is a company headquartered in Rancho Mirage, CA. It oversees $123 million in assets among its 726 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 726 client accounts, 35% are associated with high-net-worth investors who have more than $1 million in investable assets. The Kocen Financial Group, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services are provided. Fee types charged by The Kocen Financial Group, Inc likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Kocen Financial Group, Inc Brokerage Details
$122,505,618
8
726
$168,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Wills Work History
John has been registered as a financial advisor for 5 years.*
The Kocen Financial Group, 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 John Wills 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 The Kocen Financial Group, Inc
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
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