AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CA

Corey Alan Scrupps

Massachusetts·CRD #2966493
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Corey Amanda Truss

Maryland·CRD #6741563
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM
Minimum
$50k
View profile
CA

Corey A Minturn

Illinois·CRD #2083166
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
33 yrs
States
1
Exams
6
Since
1993
Est. fee
AUM / Flat Fee
View profile
CA

Corey Anthony Purkat

Minnesota·CRD #5329254
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
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CB

Corey Ben Daniels

Florida·CRD #5957094
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
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CB

Corey Bowen

Kansas·CRD #7590306
IA Rep

Investment Adviser Rep at ROCKY MOUNTAIN ADVISERS, LLC

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Corey C Gamble

California·CRD #4919573
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
18 yrs
States
1
Exams
6
Since
2008
Fee
AUM / Flat Fee / Performance-based
View profile
CC

Corey Christopher Rolling

New York·CRD #6337823
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Corey Christopher Sullivan

Virginia·CRD #6059010
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Corey Cunningham

Texas·CRD #1559455
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Corey C Woodson Sr

New Jersey·CRD #4137213
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Corey Dale Heimensen

Iowa·CRD #3191528
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
3
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Corey Daniel Norman

Florida·CRD #5883422
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
3
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Corey Daniel Sacken

Texas·CRD #5466765
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
6
Since
2010
Est. fee
AUM / Flat Fee
View profile
CD

Corey David Breneman

Missouri·CRD #2967271
Dual-registered

Dual-registered at WEALTH MANAGEMENT

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Corey David Lewis

California·CRD #4063884
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Corey David Pederson

Minnesota·CRD #2696155
Dual-registered

Dual-registered at OAKWOOD CAPITAL, INC.

Experience
30 yrs
States
1
Exams
4
Since
1996
Fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
CD

Corey David Roun

Florida·CRD #5690788
IA Rep

Investment Adviser Rep at SYNTHETICFI LLC

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM / Flat Fee
View profile
CD

Corey David Short

Georgia·CRD #5467114
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Corey Dequan Young

California·CRD #8003206
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Corey Douglas French

California·CRD #7773094
IA Rep

Investment Adviser Rep at ONE CAPITAL MANAGEMENT, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
CE

Corey Edward Hileman

Michigan·CRD #7833522
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CE

Corey Edwards

District Of Columbia·CRD #4239138
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
7
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Corey E Gavin

Rhode Island·CRD #7610225
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisors - Page 712 | AdvisorFinder