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Skylar Koon
15 Years of Experience
Tigard, OR
1 DisclosureBroker
Skylar Koon is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 15 years of industry experience. Skylar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
13221 SW 68th Pwky, #460, Tigard, OR, 97223
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Regulatory History (1)
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Criminal
February 2006Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
April 2016 - June 2019 · 3 yrs 2 mos
Foresters Financial Services, INC.Broker
July 2010 - June 2019 · 8 yrs 11 mos
State Registrations13 states
AKAZCAHIIDINMTNVORPATXUTWA
AdvisorBrokerBoth
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
No exam information available for this advisor.