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Phoenix Financial Advisors
Values Quest
2720 E. Camelback Rd., Suite 200
Phoenix, AZ 85016
(602) 765-2224
“Forge Your Own Path”
Advisor Profile
Alex  Koury, CFP®
Name:  Alex Koury, CFP®
Website:  Visit Website
Disclosure Link:
" target="_blank">Disclaimer
This communication is strictly intended for individuals residing in the states of AZ, CA, GA, NV, OR. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency. Securities and advisory services offered through Commonwealth Financial Network®.. Securities brokerage and Advisory services are solely offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Review our Terms of Use: Values Quest and Commonwealth Financial Network® do not provide legal or tax advice

About Values Quest

Our mission is to help our clients meet life's complex financial challenges.

Beyond investments and insurance, Values Quest offers comprehensive wealth consulting, focusing on everything from education planning to coordinating and managing your retirement income.

In keeping with our client-first philosophy, we work with you to develop a customized plan designed to pursue your objectives. Using a coordinated approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality.

Our experienced team is prepared to address all of your wealth management needs. We make it a priority to stay up to date with the constantly changing financial and insurance industries through extensive continuing education programs. When you work with our firm, you can feel comfortable that your unique financial needs will be our priority.

Key areas of focus include helping individuals and families:

Accumulate wealth through asset allocation; Develop business succession strategies; Plan for college funding; Distribute income in retirement; Close life, long-term care, disability, and other insurance gaps; Review wills, trusts, private foundations, and other estate planning vehicles; Execute tax-reduction strategies

As independent financial professionals, we strive to develop, implement, and maintain a plan that targets your needs and goals as they change over time. Though the markets may be unpredictable, our service will never falter. Our goal is to select the best products for your particular circumstances and to propose cost-effective, tax-efficient solutions that meet your personal financial needs.

General Information

States Licensed in:    AZ, CA, CO, NV, GA
Firm CRD#:    8032
CRD#:    5607498
States Willing to do Business in:    Paradise Valley,Phoenix,Scottsdale
Number of Years with Current Firm:    2
Name of Custodial Firm:    National Financial Services
Name of Broker/Dealer:    Commonwealth Financial Network
Years of Experience in Financial Services:    11

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life
Securities Licenses:    Series 66, Series 63, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Financial Organization Memberships:    Financial Planning Association (FPA)


Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    $0
Minimum Fee Charged for Managed Accounts:    $0
Additional Details on Charges:    My goal is to do what is in my client's best interest and find solutions that work for you.
Hourly Rate:    $250.00
Fee % Based on Assets:    1
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)

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