Corinne Dorey (CRD# 4905497) is an Investment Advisor Representative working at Edelman Financial Engines in Raleigh, NC and has over 18 years of experience in the finance industry.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 5412830
Cetera Investment Advisers LLC
CRD# 2640119
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | May 2021 - Current | 3 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - May 2021 | 2 |
| Fidelity Brokerage Services LLC | Durham, NC | Feb 2016 - May 2021 | 5 |
| Sanders Morris Harris Inc. | Houston, TX | Oct 2010 - Jan 2016 | 5 |
| Edelman Financial Services LLC | Fairfax, VA | Oct 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
- NC
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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