Paul Kohn (CRD# 5761826) is an Investment Advisor Representative working at Investment Advisor Group in Allendale, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Advisor Group | Hancock, NY | Feb 2021 - Current | 3 |
| Investment Advisor Alliance | Oradell, NJ | Apr 2010 - Feb 2021 | 10 |
| Frazier Industrial Company | Long Valley, NJ | Apr 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- NJ
- NY
-
Total Assets Under Management70MILLIONS
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$411,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CT, FL, NH, NJ, NY, PA, TX
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