Cory Grummer, financial advisor Little Rock AR
89 score

Cory Grummer

CRD Number: 5564914
Current Firm: Stephens

Cory Grummer (CRD# 5564914) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Stephens Inc. Little Rock, AR Sep 2013 - Current 3
Colorado Dept Of Transportation Denver, CO Aug 2012 - Sep 2013 1
Touchpoint Partners Boulder, CO Jan 2010 - Apr 2012 2
Nanny Boulder, CO Aug 2009 - Jan 2011 1
Stephens Inc. Fayetteville, AR May 2008 - May 2009 1
Education Fayetteville, AR May 2003 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Cory D. Grummer
Phone Number: 501-377-2000
Firm Website: http://stephens.com/
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    6,643
    MILLIONS
  • Total Number of Accounts
    9,625
    ACCOUNTS
  • Average Account Value
    $690,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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