John
Mccorkle
Coons Advisors
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About this Advisor
John Mccorkle is a financial advisor working out of Columbus, Ohio with 11 years of relevant experience. Mccorkle is an employee of Coons Advisors. They have been an employee of Coons Advisors for the entirety of their career. Mccorkle has Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Ohio. Coons Advisors is a financial advisory company based in Columbus, OH. The investment advisory business has a total of nine financial advisors. It has $503 million in assets under management between its 342 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 342 client accounts, 60% belong to high-net-worth clients who have greater than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Coons Advisors likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coons Advisors Brokerage Details
$502,572,034
9
342
$1,469,509
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Mccorkle Work History
John has been registered as a financial advisor for 11 years.*
J.W. Coons Advisors, LLC
*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 Mccorkle 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 Coons Advisors
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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