TROY, Mich.--(BUSINESS WIRE)--Newly formed investment firm, D.B. French & Company, LLC, has affiliated with L.M. Kohn & Company Member FINRA/SIPC/MSRB, a nationally respected broker-dealer and registered investment advisory firm headquartered in Cincinnati, OH., as an OSJ (office of supervisory jurisdiction) branch of L.M. Kohn & Company.
Headquartered in Troy, MI, D.B. French & Company has over 30 seasoned investment advisors and 15 employees. The firm has additional Michigan locations in Grosse Pointe, Harbor Springs, Saginaw, and Sterling Heights, and in Bonita Springs and Boca Raton, FL and Amherst, New York.
L.M. Kohn & Company has 146 financial advisors and conducts business in all lower 48 states. L.M. Kohn operates on a fully disclosed basis and clears their security business through RBC Correspondent Services (RBCCS), a division of RBC Capital Markets LLC and has a custody relationship with TD Ameritrade solely for investment advisory services.
“Working with Larry Kohn for several years through our mutual relationship with RBCCS, I have learned to respect him and his firm for its pristine compliance record and unmatched customer service,” said Dan B. French, president and CEO, D. B. French & Company. “As our broker dealer, L. M. Kohn gives our advisors - and most importantly their customers - a solid, well respected platform for conducting their financial business,” said French.
“My role in the new firm is to focus on both continued support of our investment advisors and active recruitment of additional high integrity, talented advisors,” said French.
“The opportunity to work with Dan and his entire team at D.B. French & Company strengthens our firm's ability to retain, attract, and develop new advisors and advisory teams. Our firm continues to expand our footprint in the Midwest and the Southeast by growing our branch network vs. by individual advisor. This allows us to maintain a sense of continuity in the new branches, integrate systems more efficiently, provide best in class investment services for our clients and maintain our strong supervisory and compliance program,” said Larry M. Kohn, President & CEO of L.M. Kohn & Company (www.lmkohn.com)