John Couric
Advisor at Couric Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lynch Station, VA
Credentials
Series 63, Series 65
Industry experience
25 years
About
John Couric is the principal of Couric Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Providence Asset Management and Cetera Advisor Networks, and he currently serves as a director for the Organization of Indigenous Missions, a nonprofit. He is also an Enrolled Agent providing tax preparation and IRS representation through his separate businesses. Couric Financial Partners is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning with a fundamental, long-term investment approach, utilizing mutual funds, ETFs, individual stocks, and other securities, alongside an automated portfolio option through Schwab Institutional Intelligent Portfolios.
Client services
Based on Couric Financial
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Couric Financial
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
Fixed annual financial planning fees at $125 per month.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.95% annually $2,500,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
Independent insurance professional commissions on insurance products; separate and in addition to advisory fees.
$125 per hour for financial planning services.
Fee-only: Investment management fees and financial planning fees; no commissions on securities transactions.
Location
Lynch Station, VA
Most active in
John C has reported serving >5 clients in these states in the last 12 months.
Florida · Virginia
Work history
Organization of Indigenous Missions
2025 - Present (1 year)
Couric Financial Partners, LLC
2021 - Present (5 years)
Couric & Co, LLP
2020 - 2021 (1 year)
Communicating Values
2018 - 2021 (3 years)
Philosophy of Investing
2018 - 2021 (3 years)
Providence Asset Management, LLC
2013 - 2021 (8 years)
John N. Couric, E.A.
2010 - Present (16 years)
Couric Company, LLC
2009 - Present (17 years)
Cetera Advisor Networks Llc
2006 - 2021 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Lynchburg, VA
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Legacy Wealth Management Group, Inc.
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Lynchburg, VA
Legacy Wealth Management Group, Inc.
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Lynchburg, VA
Legacy Wealth Management Group, Inc.
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