Cory WestCRD Number: 5440600
Current Firm: Wilbanks, Smith & Thomas Asset Management, LLC
Cory West (CRD# 5440600) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 5 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Wilbanks, Smith, And Thomas Asset Managemetn||Norfolk, VA||Jul 2009 - Current||8|
|Old Dominion University||Norfolk, VA||Dec 2008 - Jun 2009||< 1|
|Hoffman Beverage||Virginia Beach, VA||Jan 2005 - Dec 2008||3|
|Waddell & Reed, Inc.||Virginia Beach, VA||Oct 2007 - Jan 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management2,684MILLIONS
Total Number of Accounts3,984ACCOUNTS
Average Account Value$673,693
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, DC, DE, FL, GA, IL, LA, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
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