John Couric
John Couric is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Charlottesvle, VA, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
310 Old Ivy Way Ste 101, Charlottesvle, VA, 22903
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Regulatory History (1)
Criminal
October 2005Other Business ActivitiesSells Insurance
John may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity, and/or disability income insurance products. He also dedicates significant time to several LLCs and non-profit organizations, including CHP Services, LLC and JMC3 Holdings, LLC, each taking about half of John's time.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations29 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.