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Cory M Davenport

Westmount Partners, LLC

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About Cory M Davenport

Cory Davenport is a financial advisor at Westmount Partners, LLC. Cory has been in the financial services industry since 2012 and is licensed to sell securities in California. Cory specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Cory has a Series 6, 7, and 63 license, and has also passed the SIE exam. Cory holds the Certified Financial Planner designation.

Firm Information

Cory Davenport is currently registered with Westmount Partners, LLC. Westmount Partners, LLC is a Los Angeles, CA-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Westmount Partners, LLC serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Westmount Partners, LLC

2049 CENTURY PARK EAST

LOS ANGELES, CA 90067

$4.26B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cory Davenport’s Registration & Firm History

CA

08/02/2023 - Present

Westmount Partners, LLC (LOS ANGELES CA)

CA

12/19/2018 - 07/14/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)

CA

08/18/2014 - 10/19/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (San Jose CA)

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Licenses & Designations

BC

Issued 02/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cory M Davenport.
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