Corey HoltzCRD 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 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|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|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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