Korey Doucette (CRD# 2435482) is an Investment Advisor Representative working at Terra Wealth in Flagstaff, AZ and has over 30 years of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 4302561
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities, Inc. | Mcdonough, GA | Sep 2022 - Current | 1 |
| Terra Wealth Management, LLC | Flagstaff, AZ | Sep 2022 - Current | 1 |
| Desert Peaks Financial Group | Flagstaff, AZ | Sep 2020 - Sep 2022 | 2 |
| Pfs Investments Inc. | Flagstaff, AZ | Nov 1993 - Sep 2022 | 28 |
| Primerica Financial Services | Flagstaff, AZ | Mar 1993 - Sep 2022 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- AZ
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- 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)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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