Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey William Thacker is a financial advisor registered with the state of Vermont. He is associated with the firm Sound Advisory. Corey has been in the industry for over 2 years and has experience in both investment advisory and brokerage services. Corey specializes in portfolio management for individuals and businesses. Sound Advisory specializes in financial planning and portfolio management and has an approximate $69,904,180 in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VT
02/14/2025 - Present
Sound Advisory (Middlebury VT)
BC
Issued 08/29/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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