Corey GummCRD Number: 6146939
Current Firm: Vista Capital Partners, Inc.
Corey Gumm (CRD# 6146939) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 4 years of experience in the finance industry. Corey Gumm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Vista Capital Partners||Portland, OR||Oct 2013 - Current||4|
|Unemployed||Portland, OR||Jul 2013 - Oct 2013||< 1|
|Kms Financial Services, Inc.||Seattle, WA||Dec 2012 - Jul 2013||< 1|
|Retirement Consulting Group||Portland, OR||Mar 2012 - Jul 2013||1|
|Security First Advisors||Portland, OR||Dec 2009 - Mar 2012||2|
|Florence Rocks||Lake Oswego, OR||Sep 2009 - Dec 2009||< 1|
|Everest Institute||Tigard, OR||Jan 2009 - Sep 2009||< 1|
|Jpl Habitability, Inc.||Bremerton, WA||Sep 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management1,102MILLIONS
Total Number of Accounts1,748ACCOUNTS
Average Account Value$630,385
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, NH, OR, TX, WA