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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Youmans is an Investment Advisor Representative at Fisher Investments. Cory has been in the financial services industry for over 10 years. Cory is registered with the state of Texas as an Investment Advisor Representative and has passed the Series 7, 63, and 65 exams. Cory specializes in Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles. Cory has experience working with high net worth individuals, insurance companies, charitable organizations, other investment advisors, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Cory's previous employment was at Scottrade, Inc. in Portland, Oregon.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/29/2020 - Present
Fisher Investments (PLANO TX)
OR
07/21/2010 - 04/09/2013
SCOTTRADE, INC. (PORTLAND OR)
IA
Issued 05/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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