Cory West, financial advisor Norfolk VA
90 score

Cory West

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wilbanks, Smith, And Thomas Asset Managemetn Norfolk, VA Jul 2009 - Current 7
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
Contact Info for Cory J. West
Phone Number: 757-623-3676
Firm Website: http://www.wstam.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    2,484
    MILLIONS
  • Total Number of Accounts
    3,899
    ACCOUNTS
  • Average Account Value
    $637,188
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Market timing services
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, GA, IL, LA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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