| Advisor Profile |
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| Name: |
David Cohn |
| Phone Number: |
(210) 888-9553 |
| Website: |
Visit Website
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Business Description |
YOU DESERVE TO WORK WITH PROFESSIONALS WHO CARE ABOUT YOU AND YOUR FAMILY
With combined experience of over 60 years in the financial services industry, we believe the Cohn Financial Group of Wachovia Securities is well qualified to help you meet your most important financial objectives. Gerry and David Cohn, the father-son team who are the principals of the group, take pride in their personalized approach that considers your specific goals, needs, concerns and risk temperament before recommending investment solutions.
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General Information |
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| States Licensed in: |
Texas, Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Massachusetts, Maryland, Missouri, Michigan, Mississippi, Montana, Oklahoma, Oregon, Tennessee, Utah, Virginia, Vermont, West Virginia
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
6
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Education |
| Academic Background |
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BBA - University of Texas, Austin
MBA - University of Texas, Austin |
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Services |
| Investment Types: |
Insurance, Annuities, Mutual Funds, Options & Futures, Alternative Investments, Variable Insurance Products, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Certified Financial Planner (CFP®)
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| Securities Licenses: |
Life & Health, Series 63, Series 7, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Variable Life, Life
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Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
David Cohn |
| Most Recent Update: |
06/30/2008 |
Frequently Asked Questions |
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