Corinne Mobley (CRD# 7788658) is an Investment Advisor Representative working at Centerline Wealth Advisors, LLC in Louisville, KY and has 1 year of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Centerline Wealth Advisors | Louisville, KY | May 2022 - Current | 1 |
University Of Louisville | Louisville, KY | Jan 2021 - May 2022 | 1 |
University Of Louisville | Louisville, KY | Sep 2020 - Apr 2021 | < 1 |
Covington Dental | Bowling Green, KY | Jun 2018 - Aug 2020 | 2 |
Fabric Dry Cleaners | Bowling Green, KY | Sep 2018 - May 2019 | < 1 |
Beech Bend Park | Bowling Green, KY | May 2017 - Aug 2018 | 1 |
Student | Bowling Green, KY | Jul 2013 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- KY
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts782ACCOUNTS
-
Average Account Value$333,759
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
IN, KY, LA, TX
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