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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:
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" 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:https://www.commonwealth.com/termsofuse.html 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

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Hourly, Based on Assets, Flat Fee
Fee % Based on Assets:    1
Hourly Rate:    $250.00
Additional Details on Charges:    My goal is to do what is in my client's best interest and find solutions that work for you.
Minimum Fee Charged for Managed Accounts:    $0
Minimum Fee Charged for Hourly Planning Accounts:    $0
 
 
 
Prepared By: Alex Koury, CFP®

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