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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
L.M. Kohn & Company 3 years, 7 months Feb 2013 - Present
Morgan Stanley Smith Barney 3 years, 8 months Jun 2009 - Feb 2013
Citigroup Global Markets Inc. 2 years, 1 month May 2007 - Jun 2009
Ifmg Securities, Inc. 2 years, 10 months Jul 2004 - May 2007
Are You
Myra Sue Newville?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 20, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

L.M. Kohn & Company

Last updated on May 24, 2016
    • $559.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $311.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions