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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+)
CH

Cortney Heykoop

Texas·CRD #4361651
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Cortney James Albanese

Arkansas·CRD #5214303
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
4
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Cortney Lane Williams

California·CRD #4539384
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
CV

Cortney Veneshia Winston

Georgia·CRD #7730880
Dual-registered

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

Experience
1 yrs
States
2
Exams
5
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Cortnie Lomas Rodriguez

Texas·CRD #6070125
Dual-registered

Dual-registered at QUADCAP WEALTH MANAGEMENT, LLC

Experience
13 yrs
States
1
Exams
2
Since
2013
Est. fee
AUM / Flat Fee
View profile
CS

Cortnie Stensland

California·CRD #6528633
Dual-registered

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

Experience
11 yrs
States
2
Exams
6
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Cortright Wetherill III

Pennsylvania·CRD #7060728
IA Rep

Investment Adviser Rep at WICK CAPITAL PARTNERS, LLC

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

Corwin Daniel Kesen

California·CRD #6734466
Dual-registered

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

Experience
9 yrs
States
2
Exams
6
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Corwin James Clausing

Michigan·CRD #4711245
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Corwin Matthew Dickey

Florida·CRD #5007115
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CE

Corwyn E Yeske

Texas·CRD #7691437
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cory Aaron Samsil

Florida·CRD #5046853
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
20 yrs
States
6
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cory Adam Hebrink

Minnesota·CRD #5164815
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Cory Adam Shuford

Florida·CRD #5674524
Dual-registered

Dual-registered at WEALTHPOINT ADVISORS

Experience
14 yrs
States
5
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cory Alan Mizell

New Mexico·CRD #6698055
IA Rep

Investment Adviser Rep at COVE WEALTH MANAGEMENT

Experience
10 yrs
States
2
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cory Alexander Goldman

Illinois·CRD #5724716
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cory Allen Hodyniak

Illinois·CRD #7655918
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
CA

Cory Allen Verhaalen

Wisconsin·CRD #6403566
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Fee
AUM / Other
View profile
CA

Cory Andrew Paton

Maryland·CRD #7496538
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cory Ann Teleisha

Connecticut·CRD #2014646
Dual-registered

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

Experience
36 yrs
States
3
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cory A Paton

Missouri·CRD #7772676
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
1 yrs
States
1
Exams
2
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
CB

Cory Bannester

Illinois·CRD #7113449
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CB

Cory Benton Cook

Florida·CRD #5410665
Dual-registered

Dual-registered at COX & COOK WEALTH ADVISORS

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM
Minimum
$750k
View profile
CB

Cory Bittner

Kansas·CRD #5771598
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

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