Cory Rau, financial advisor Fort Collins CO
89 score

Cory Rau

CRD Number: 6070898
Current Firm: Raymond James Financial Services Advisors, Inc.

Cory Rau (CRD# 6070898) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 2 years of experience in the finance industry.

Similar Advisors
Stephen Martin, financial advisor Fort Collins CO
Stephen W. Martin
CRD# 4990898
Martin Wealth Management, LLC
Score
98
Similar Advisors
Diane Alexander, financial advisor Fort Collins CO
Diane L. Alexander
CRD# 4578630
Contryman Wealth Advisors
Score
96
Similar Advisors
Sunit Bhalla, financial advisor Fort Collins CO
Sunit Bhalla
CRD# 5545383
Oaktree Financial Planning, LLC
Score
96
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Fort Collins, CO Mar 2014 - Current 2
Raymond James Financial Services, Inc. Fort Collins, CO Oct 2013 - Current 3
Chapel & Collins Fort Collins, CO Jun 2012 - Current 4
Raymond James Financial Services, Inc. Fort Collins, CO Jun 2012 - Oct 2013 1
Colorado State University Fort Collins, CO Aug 2009 - May 2013 3
Colorado State Forest Service Fort Collins, CO May 2012 - Aug 2012 < 1
Breads Of The World LLC Fort Collins, CO Aug 2011 - Mar 2012 < 1
Breads Of The World LLC Fort Collins, CO Sep 2010 - May 2011 < 1
Elizabeth High School Elizabeth, CO Aug 2005 - May 2009 3
Cheezies Pizza Parker, CO May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Cory J. Rau
Phone Number: 727-567-5877
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

Ready to hire a financial advisor? Get competitive proposals from Cory Rau and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.