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Corey Walter
CRD Number: 5133265Current Firm: United Planners' Financial Services Of America A Limited Partner
Corey Walter (CRD# 5133265) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 17 years of experience in the finance industry.
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Aegis Wealth Partners, LLC
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Origin Investment Advisory LLC
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CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Aug 2020 - Current | 3 |
Wealth Management By Design, LLC | Centennial, CO | Aug 2020 - Current | 3 |
Corey Richard Walter Insurance Agent | Centennial, CO | Aug 2020 - Current | 3 |
Epicurean Catering | Centennial, CO | Jun 2016 - Current | 8 |
Epicurean Catering & 4917 Adventures | Centennial, CO | Jun 2016 - Mar 2023 | 6 |
Royal Alliance Assoicates, Inc. | Centennial, CO | Jan 2016 - Aug 2020 | 4 |
Nfp Securities, Inc. | Charlotte, NC | Jan 2012 - Jan 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CO
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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