Cory Curry, financial advisor Cincinnati OH
96 score

Cory Curry

CRD Number: 5371350
Current Firm: Robert W. Baird & Company Incorporated

Cory Curry (CRD# 5371350) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cincinnati, OH and has over 6 years of experience in the finance industry. Cory Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Robert W. Baird & Company Incorporated Cincinnati, OH Jun 2007 - Current 9
University Of Cincinnati Cincinnati, OH Sep 2004 - Apr 2009 4
Great American Insurance Company Cincinnati, OH May 2005 - May 2007 2
Mr. Rental Milford, OH Aug 2001 - Oct 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Cory N. Curry
Phone Number: 414-765-3500
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
96
Clean Record
This advisor has a clean track record with regulators.

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