JC
JC
John Coury
11 Years of Experience
City of Industry, CA
1 DisclosureBroker
John Coury is a registered investment advisor at Cetera Investment Advisers LLC, based in City of Industry, CA, with 11 years of industry experience. John 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
1250 S Fullerton Rd, City of Industry, CA, 91748
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2023Denied
Other Business Activities
John is the Vice President of the CA State Board for the World Lebanese Cultural Union, assisting the president with meetings, events, and scheduling. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2015 - Present · 10 yrs 8 mos
Cetera Investment Services LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2014 - September 2015 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
May 2014 - September 2015 · 1 yr 4 mos
State Registrations19 states
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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.