Cory Mosburg, financial advisor Plano TX

Cory Mosburg

CRD Number: 6971471
Current Firm: Fisher Investments

Cory Mosburg (CRD# 6971471) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Apr 2021 - Current 3
Unemployed San Diego, CA Dec 2020 - Apr 2021 < 1
Wells Fargo Clearing Services, LLC La Jolla, CA Apr 2019 - Dec 2020 1
Rick Mosburg Plumbing San Diego, CA Oct 2018 - Apr 2019 < 1
Marine Street Financial La Jolla, CA May 2018 - Oct 2018 < 1
San Diego Padres San Diego, CA Sep 2017 - May 2018 < 1
Mammoth Mountain Resort Mammoth Lakes, CA Feb 2017 - Jun 2017 < 1
Mrc, Smart Technology Solutions San Diego, CA Jun 2015 - Feb 2017 1
University Of Oregon Eugene, OR Jun 2011 - Jun 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Cory R. Mosburg
Phone Number: 800-851-8845
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    235,943
    MILLIONS
  • Total Number of Accounts
    148,462
    ACCOUNTS
  • Average Account Value
    $1,589,251
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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