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Spiridoula Courouklis

Farther

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About Spiridoula Courouklis

Spiridoula Courouklis is an investment advisor representative at Farther. Spiridoula has been in the financial services industry for over 15 years. She previously worked for Wells Fargo Advisors Financial Network, LLC and Goldman Sachs & Co. LLC. Spiridoula is registered to provide investment advisory services in California.

Firm Information

Spiridoula Courouklis is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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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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Spiridoula Courouklis’s Registration & Firm History

CA

02/03/2025 - Present

Farther (SAN FRANCISCO CA)

CA

09/23/2022 - 10/27/2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LONG BEACH CA)

IL

12/17/2015 - 08/12/2021

GOLDMAN SACHS & CO. LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spiridoula Courouklis.
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