Soly Kor, financial advisor Austin TX
93 score

Soly Kor

CRD Number: 3097432
Current Firm: Cambridge Investment Research Advisors, Inc.

Soly Kor (CRD# 3097432) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Austin, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2011 - Current 5
Evolve Securities, Inc. Austin, TX Apr 2008 - Dec 2010 2
Afs Investment Advisors, Inc. Austin, TX Mar 2007 - Dec 2010 3
Afs Brokerage, Inc. Austin, TX Mar 2007 - Apr 2008 1
First Avantus Insurance Agency, Inc. Austin, TX Jun 2003 - Mar 2007 3
First Avantus Securities,inc.(formerly First Financial) Austin, TX Dec 2000 - Mar 2007 6
Riverstone Wealth Management(formerly First Avantus Securities) Austin, TX Dec 2000 - Mar 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Soly S. Kor
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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