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+)
CB

Cory Blake Bruntz

Texas·CRD #6368914
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CB

Cory Brett Baer

Texas·CRD #6141366
Dual-registered

Dual-registered at STRAIT & SOUND

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly
Minimum
$500k
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CC

Cory Chet Barraclough

California·CRD #7147330
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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CC

Cory Christopher Elliott

New Jersey·CRD #6790825
Dual-registered

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

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
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CC

Cory Christopher Kraft

Missouri·CRD #1914001
Dual-registered

Dual-registered at ADK WEALTH ADVISORY GROUP

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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CC

Cory Crawford Stilp

Minnesota·CRD #5325164
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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CD

Cory David Spencer

Ohio·CRD #6436319
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
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CD

Cory Davis

Florida·CRD #5930757
Dual-registered

Dual-registered at IMZ ADVISORY INC.

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Flat Fee
View profile
CD

Cory Drummond Denuyl

Michigan·CRD #5444752
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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CF

Cory F Cook

Virginia·CRD #7500177
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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CF

Cory Francis Fruge

Louisiana·CRD #6483663
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
10 yrs
States
1
Since
2016
Fee
AUM / Hourly / Flat Fee
View profile
CF

Cory Francis Lyon

Florida·CRD #6351648
Dual-registered

Dual-registered at AUREUM WEALTH MANAGEMENT, LLC

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CG

Cory Garlock

Nebraska·CRD #6328380
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Flat Fee
View profile
CG

Cory Goligoski

California·CRD #2270289
Dual-registered

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

Experience
34 yrs
States
2
Exams
8
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Cory Grant

Maryland·CRD #5641676
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Cory Howard

California·CRD #4785872
Dual-registered

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

Experience
18 yrs
States
2
Exams
8
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cory James Boggs

California·CRD #5312821
Dual-registered

Dual-registered at MANCHESTER CAPITAL MANAGEMENT LLC

Experience
11 yrs
States
4
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
CJ

Cory James Labre

Maryland·CRD #4390832
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
CJ

Cory James Robinson

Oklahoma·CRD #4781619
IA Rep

Investment Adviser Rep at TOM JOHNSON INVESTMENT MANAGEMENT, LLC

Experience
22 yrs
States
2
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Cory James Thatcher

Pennsylvania·CRD #5953008
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CJ

Cory James Thompson

Oklahoma·CRD #3146207
Dual-registered

Dual-registered at REGAL INVESTMENT ADVISORS LLC

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CJ

Cory Jay Miner

North Dakota·CRD #3160081
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
3
Exams
6
Since
1999
Est. fee
AUM / Flat Fee
View profile
CJ

Cory Jean Wahl

Indiana·CRD #7631600
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Cory John Murdock

California·CRD #2872272
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
7
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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 717 | AdvisorFinder