Cory Herring, financial advisor Linwood NJ
93 score

Cory Herring

CRD Number: 5519056
Current Firm: Wells Fargo Advisors, LLC

Cory Herring (CRD# 5519056) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Linwood, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Linwood, NJ May 2009 - Current 7
Wachovia Securities Northfield, NJ Apr 2008 - May 2009 1
Unemployed New York, NY May 2007 - Mar 2008 < 1
Syracuse University Syracuse, NY Aug 2003 - May 2007 3
Lincoln Financial Group Philadelphia, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Cory F. Herring
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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