Corey Franco, financial advisor North Caldwell NJ

Corey Franco

CRD Number: 3075851
Current Firm: Noblebridge Wealth

Corey Franco (CRD# 3075851) is an Investment Advisor Representative working at Noblebridge Wealth in North Caldwell, NJ and has over 19 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Noblebridge Wealth Insurance Advisors, LLC Montclair, NJ Oct 2017 - Current 6
Noblebridge Wealth Partners LLC Montclair, NJ Dec 2016 - Current 7
Noblebridge Wealth Mgmt LLC Montclair, NJ Jul 2013 - Current 10
M.s. Howells & Company Scottsdale, AZ Oct 2017 - Dec 2018 1
Great Lakes & Atlantic Wealth Management Charlotte, NC Feb 2017 - Jul 2018 1
Herbert J Sims & Co Inc. Fairfield, CT Nov 2012 - Feb 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Corey Franco
Phone Number: 1-866-798-0354
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    160
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $197,530
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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, DC, FL, GA, MD, NC, NJ, NY, PA, PR, SC, TX, VA

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