Colin
Kosco

Cambridge Investment Research Advisors, Inc

CRD#5944567
Investment Advisor
in Seattle, WA

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About this Advisor

Colin Kosco is a financial advisor based in Seattle, Washington, who has been in the advisory business for 10 years. Kosco is currently employed by Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Minnesota Life Insurance, Securian Financial Services, Inc, North Star Resource Group, Marriott International, Cri Securities, Cambridge Investment Research, Inc, Finity Group, LLC and Cambridge Investment Research Advisors, Inc. Kosco has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Washington. Cambridge Investment Research Advisors, Inc is a financial advisory company operating in Seattle, Washington. The firm has offices in 1,905 locations and a total of 2,982 people on staff. It controls $56 billion in assets under management between its 297,440 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 297,440 client accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees charged by financial advisors usually are based on which services are offered. Fee types billed by Cambridge Investment Research Advisors, Inc can include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

200 1St Ave West Suite 304
Seattle, WA 98119

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

WA Average: $9,259,360,772
Total Number of Employees

2,982

WA Average: 166
Total Number of Accounts

297,440

WA Average: 7,189
Average Account Size

$188,808

WA Average: $1,287,990

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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
  • Market timing services
  • Educational seminars/workshops

Colin Kosco Work History

Colin has 10 years of experience.

2013 - Present (9 years)

Cambridge Investment Research, Inc

2013 - Present (9 years)

Finity Group, LLC

2013 - Present (9 years)

Cambridge Investment Research Advisors, Inc

2011 - Present (11 years)

Minnesota Life Insurance

2011 - Present (11 years)

Securian Financial Services, Inc

2011 - Present (11 years)

North Star Resource Group

2011 - Present (11 years)

Cri Securities

2011 - 2011 (< 1 year)

Securian Financial Services, Inc

2010 - 2011 (1 year)

Marriott International

Disclosures

Colin Kosco has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Lauren Hensley
Spring, TX
Azeb Clark
San Francisco, CA
Shardea Ages
Atlanta, GA
Brittany Ashworth
Roxboro, NC
Michael Gula
Niantic, CT
Marcio Silveira
Silver Spring, MD
Dora-Mae Clark
Savannah, GA
Justin Mulholland
Ann Arbor, MI

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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