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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Centaurus Financial, Inc.

location

HAYDEN, ID

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cortino Rito Garcia is an investment advisor representative who has been active in the industry since 2013. Cortino is currently registered with Centaurus Financial, Inc. in Arkansas, California, Idaho, Montana, New Mexico, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming. Cortino is also licensed to provide investment advisory services in California, Idaho, Montana, Oregon, Texas, Utah, Washington, and Wyoming. Previously, Cortino worked for Independent Financial Group, LLC, and American Independent Securities Group, LLC. Cortino has a Series 7 and Series 66 license and the SIE exam. Cortino provides a range of financial services, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Cortino also works as an insurance agent for National Guardian Life.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Cortney Walker is an active investment advisor representative with GWN Securities Inc. Cortney has been in the securities industry since December 2005, starting with AXA Advisors, LLC. Cortney has a broad range of experience, including financial planning, market timing services, and portfolio management for individuals. Cortney specializes in working with clients who are seeking to build and preserve wealth through various investment strategies. Cortney provides a personalized approach to financial planning and investment management and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Cincinnati, OH

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Cory Cochran is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Cory has been in the financial services industry since December 2015. Cory is licensed in 20 states and has several years of experience working with various investment firms, including J.P. Morgan Securities LLC. Cory specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

0 Disclosures

ADVISOR BIO

Cory Thomas is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc., based in Battle Ground, WA. Cory has been in the industry since April 2016 and holds a Series 66 license. Cory works with a variety of client types including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Besides being a registered investment advisor, Cory also owns and operates Cory Thomas Financial LLC, an independent insurance agency, and is a real estate investor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

KEOKUK, IA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cory James Watson is a financial advisor in Keokuk, Iowa with over 25 years of experience. Cory James Watson is currently registered with Cambridge Investment Research Advisors, Inc.. Previously, Cory James Watson was registered with LPL FINANCIAL LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., LM FINANCIAL PARTNERS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Courtney Alan Turnage is a financial advisor registered with GWN Securities Inc. Courtney has been working in the financial industry since September 1, 2006 and has licenses in a variety of states including Arkansas, Louisiana, New Mexico, Texas, Virginia, Washington, and Wyoming. Courtney Turnage holds licenses in both Broker-Dealer and Investment Advisor capacities. Courtney Turnage provides investment planning, operates a DBA - investment planning firm, and acts as an insurance agent for structured settlement annuities.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

El Segundo, CA

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Courtney Elizabeth Hobbs is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm with over 3,000 employees and over $87 trillion in regulatory assets under management. Courtney has been in the industry since 2014. Courtney has a variety of professional licenses, including a Series 7, 66, and SIE. Courtney provides a variety of financial services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Craig Eden is a financial advisor based in PALM BEACH GARDENS, FL. Craig is associated with GWN Securities Inc. He is a registered representative in Florida. Craig has been in the industry for over 5 years. Craig offers advisory services to individuals, high-net-worth individuals, and corporations. Craig is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

MYSTIC, CT

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Craig Robert Koehler is an investment advisor representative, registered with Cambridge Investment Research Advisors, Inc. and has been in the industry since November 21, 1995. Craig has a Series 6 and Series 63 license, and has a designation as a Chartered Financial Consultant. Craig has been with Cambridge Investment Research Advisors, Inc. since April 20, 2010 and previously worked for Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Craig works in Mystic, CT and is licensed in Connecticut, Massachusetts, Rhode Island, Virginia, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Bryan, OH

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Craig Bavin is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Craig has been in the industry since 1996. Craig is registered in Ohio and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Craig has previously worked with NRP FINANCIAL, INC., SKY INVESTMENTS, INC., and INVEST FINANCIAL CORPORATION.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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