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John Charles Koudsi

Core Financial

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About John Charles Koudsi

John Charles Koudsi is a financial advisor who has been in the industry since July 1996. John Charles Koudsi works at Core Financial, a financial advisor firm in EL SEGUNDO, CA. John Charles Koudsi is a Certified Financial Planner and provides financial planning services, pension consulting, and selection of other advisors. John Charles Koudsi has experience working at Ameriprise Financial Services, Inc. and IDS Life Insurance Company.

Firm Information

John Koudsi is currently registered with Core Financial. Core Financial is a registered investment advisor headquartered in El Segundo, California. The firm manages $254,026,037 in assets for 592 accounts and provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm works with high-net-worth individuals, individuals other than high-net-worth, corporations, and insurance companies. Core Financial participates in wrap fee programs.
Core Financial

222 N PACIFIC COAST HIGHWAY

EL SEGUNDO, CA 90245

$254.03M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Koudsi’s Registration & Firm History

CA

12/09/2020 - Present

Core Financial (EL SEGUNDO CA)

CA

07/11/1996 - 10/12/2010

AMERIPRISE FINANCIAL SERVICES, INC. (VENICE CA)

MN

07/11/1996 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2001

Series 24 - General Securities Principal Examination

BC

Issued 07/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Charles Koudsi.
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