Kerina
Koch
Lnw
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About this Advisor
Kerina Koch is a financial advisor based in San Francisco, California, working with Lnw. Kerina has previously held positions at Gordian Investments, Gordian Compliance Solutions, Burrill Securities, Protected Investors Of America, Funding Circle Usa, Inc, Funding Circle Securities, LLC, and Wetherby Asset Management. Kerina has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kerina is part of Lnw, which operates out of San Francisco, California. The firm has 4 offices and 87 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Lnw includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lnw Brokerage Details
$7,277,109,024
87
3,828
$1,901,021
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kerina Koch Work History
Wetherby Asset Management
Funding Circle Securities, LLC
Protected Investors Of America
Funding Circle Usa, Inc
Burrill Securities
Gordian Investments
Gordian Compliance Solutions
Disclosures
Please visit the SEC profile of Kerina Koch 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 Lnw
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
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