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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+)
CM

Corey Mulholland

New Jersey·CRD #6053563
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CO

Corey Owen

Texas·CRD #5314153
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
19 yrs
States
2
Exams
6
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CP

Corey Pang

California·CRD #4836053
Dual-registered

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

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
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CP

Corey Paul Frank

California·CRD #4582221
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
23 yrs
States
2
Exams
3
Since
2003
Fee
AUM / Flat Fee / Performance-based
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CP

Corey Powder

New Jersey·CRD #5662616
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CR

Corey Ray Borchers

Oklahoma·CRD #7782529
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

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

Corey Richard Fogel

Ohio·CRD #5141372
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Corey R Pothier

Connecticut·CRD #4646987
Dual-registered

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

Experience
23 yrs
States
2
Exams
6
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Corey Russell Letson

Georgia·CRD #5088143
Dual-registered

Dual-registered at GEORGIA WEALTH PARTNERS, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Fee
AUM / Hourly / Flat Fee
View profile
CS

Corey Samuel Solorzano

California·CRD #4968137
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

Corey Scott Levine

Oregon·CRD #1878968
Dual-registered

Dual-registered at CROSS FINANCIAL ADVISORS

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Corey Sullivan

Minnesota·CRD #4843747
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CT

Corey Thomas Drejas

New York·CRD #6785569
IA Rep

Investment Adviser Rep at STANSBERRY ASSET MANAGEMENT, LLC

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM
Minimum
$500k
View profile
CT

Corey Timothy Ross

Minnesota·CRD #7129742
IA Rep

Investment Adviser Rep at ROSSJOHNSON & ASSOCIATES, LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Commission
View profile
CT

Corey T Pederson

Utah·CRD #5530646
Dual-registered

Dual-registered at CREWE ADVISORS

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$2.0M
View profile
CT

Corey Ty Difazio

Texas·CRD #6979116
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Corey W Robertson

Texas·CRD #4614710
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Corico McCray Sr

Florida·CRD #6166758
Dual-registered

Dual-registered at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
5 yrs
States
1
Exams
6
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
CL

Corina Lee Wack

Pennsylvania·CRD #7079202
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Corina Lynn Davis

Texas·CRD #4554039
Dual-registered

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

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Corina Starr Hughes

Oregon·CRD #6093719
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
View profile
CC

Corinne Christine Patteson

Maryland·CRD #6896598
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
CR

Corinne R Bielemeier

New Jersey·CRD #5001267
Dual-registered

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

Experience
21 yrs
States
3
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Corissa Ann Moos

Minnesota·CRD #5581614
Dual-registered

Dual-registered at SIEBEN WEALTH PLANNING LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / 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.

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