Cory Mizell, financial advisor Houston TX

Cory Mizell

CRD Number: 6698055
Current Firm: Cove Wealth Management

Cory Mizell (CRD# 6698055) is an Investment Advisor Representative working at Cove Wealth Management in Houston, TX and has over 7 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Valued Retirements, Inc. Houston, TX Aug 2016 - Current 7
Solvay Chemicals Houston, TX Mar 2015 - Current 9
Solvay Chemicals Houston, TX Jul 2014 - Current 9
Solvay Chemicals Laporte, TX Nov 2012 - Jun 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Cory A. Mizell
Phone Number: 713-821-3242
Firm Website: https://www.covewm.com
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $531,333
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

NM, TX

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