Corey Holtz, financial advisor Charlotte NC
93 score

Corey Holtz

CRD Number: 5598568
Current Firm: Bb&t Investment Services, Inc.

Corey Holtz (CRD# 5598568) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bbtis Fayetteville, NC Mar 2016 - Current < 1
First Bancorp Lumberton, NC Oct 2013 - Feb 2016 2
Infinex Investments, Inc. Lumberton, NC Oct 2013 - Feb 2016 2
First Citizens Investor Services Raleigh, NC Sep 2008 - Oct 2013 5
First Citizens Bank Fayetteville, NC Jul 2007 - Oct 2013 6
U.s. Postal Service Fayetteville, NC Sep 2006 - Jul 2007 < 1
Unemployed Fayetteville, NC Feb 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Corey A. Holtz
Phone Number: 704-954-1364
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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

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