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Cory Matthew Davenport

Sound Financial Investment Management, LLC

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About Cory Matthew Davenport

Cory Davenport is a financial advisor in Dayton, Ohio. Cory Davenport is a registered representative of Sound Financial Investment Management, LLC, and The Davenport Financial Group, Inc. Cory Davenport has been in the securities industry since 2005. Cory Davenport offers investment advisory services through Sound Financial Investment Management, LLC. Cory Davenport also offers insurance products through The Davenport Financial Group, Inc.

Firm Information

Cory Davenport is currently registered with Sound Financial Investment Management, LLC. Sound Financial Investment Management, LLC is a financial advisory firm specializing in providing comprehensive investment management and financial planning solutions. They offer a range of services including portfolio management for individuals, pension consulting, educational seminars, and selection of other advisors. The firm caters to both individuals and businesses, providing tailored strategies to meet their diverse financial needs.

Not reported

Assets Under Management

259

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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

OH

10/31/2012 - Present

Sound Financial Investment Management, LLC (DAYTON OH)

OH

11/12/2012 - 03/28/2016

TRIAD ADVISORS, INC. (DAYTON OH)

OH

03/31/2008 - 11/28/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (KETTERING OH)

OH

09/08/2006 - 01/14/2008

THE HUNTINGTON INVESTMENT COMPANY (BELLBROOK OH)

OH

02/06/2006 - 08/21/2006

NATCITY INVESTMENTS, INC. (SPRINGBORO OH)

NY

01/18/2005 - 11/05/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cory Matthew Davenport.
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