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.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| 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 |
- TX
- WA
-
Total Assets Under Management276,890MILLIONS
-
Total Number of Accounts161,361ACCOUNTS
-
Average Account Value$1,715,966
- A percentage of assets under your management
- Performance-based 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
- Other
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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