Douglas CoreyCRD Number: 5433674
Current Firm: H. Beck, Inc.
Douglas Corey (CRD# 5433674) is an Investment Advisor Representative working at H. Beck, Inc. in Fairfax, VA and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Planning Solutions Group, LLC
|H. Beck, Inc.||Rockville, MD||Oct 2007 - Current||10|
|Douglas Corey & Associates||Alexandria, VA||Jan 1993 - Current||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV