Corey Altman, financial advisor New Castle PA
100 score

Corey Altman

CRD Number: 6134311
Current Firm: Arnett Carbis Toothman Wealth Advisors LLC
Corey Altman (CRD# 6134311) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in New Castle, PA and has over 3 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
A&f Financial Advisors LLC Charleston, WV Jan 2015 - Current 3
Arnett Carbis Toothman LLP Charleston, WV Jan 2015 - Current 3
Carbis Walker LLP New Castle, PA May 2012 - Jan 2015 2
Opis Asset Management, LLC New Castle, PA May 2012 - Jan 2015 2
Goodge Accounting Pulaski, PA Sep 2010 - Apr 2012 1
Oak Tree Country Club West Middlesex, PA May 2005 - Nov 2010 5
Westminster College New Wilmington, PA Aug 2006 - May 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Corey E. Altman
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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