Alexander Koury is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 17 years of industry experience.
Location
7400 E Pinnacle Peak Rd., Ste. 100, Scottsdale, AZ, 85255
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander owns Koury Capital LLC to receive income from his advisory business and co-owns Hosler Wealth Management, LLC to facilitate securities, advisory, and insurance business, dedicating full-time hours to the latter. He also sells fixed insurance and teaches an online financial literacy course, My Retirement, dedicating minimal time and about 10% of his time, respectively.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Advisors, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations17 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.