Kurt Kowalski
Kurt Kowalski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bangor, PA, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
136 S. 1st Street, Bangor, PA, 18013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kurt maintains his bar membership and continuing education requirements for his law license, but is not currently practicing law. This requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
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