Cory ColquetteCRD Number: 5493744
Current Firm: Wealth And Pension Services Group Inc.
Cory Colquette (CRD# 5493744) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry.
Brooks, Moore & Associates, Inc.
|Mhp Investment Group, LLC||Chattanooga, TN||Mar 2015 - Current||2|
|Cory Colquette, Cpa||Chattanooga, TN||Mar 2015 - Current||2|
|Wealth And Pension Services Group Inc.||Chattanooga, TN||Feb 2014 - Current||3|
|Integra Wealth, LLC||Chattanooga, TN||Mar 2010 - Feb 2014||3|
|Veritas Financial LLC||Chattanooga, TN||Feb 2009 - Feb 2010||1|
|Guardian Wealth Management, Inc.||Chattanooga,, TN||Oct 2005 - Feb 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management284MILLIONS
Total Number of Accounts829ACCOUNTS
Average Account Value$343,022
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, NC, TN, TX