Cory Colquette, financial advisor Chattanooga TN
93 score

Cory Colquette

CRD 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 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mhp Investment Group, LLC Chattanooga, TN Mar 2015 - Current 1
Cory Colquette, Cpa Chattanooga, TN Mar 2015 - Current 1
Wealth And Pension Services Group Inc. Chattanooga, TN Feb 2014 - Current 2
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
Contact Info for Cory S. Colquette
Phone Number: (770) 333-0113
Firm Website: http://www.uvezt.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $343,022
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IN, NC, TN, TX

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

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