Tina Kozuch
Tina Kozuch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, GA, with 14 years of industry experience. Tina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
292 Oakland Pkwy Ste A, Leesburg, GA, 31763-5854
Get directionsHistory
Regulatory History (1)
Criminal
August 1983Other Business Activities
Tina works as an associate/employee at Tennyson Phillips Wealth Management, focusing on operations and dedicating about half of her time. She also works part-time at The Canterbury Kitchen doing catering/bartending, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jeffrey TennysonRaymond James Financial Services Advisors, INC