Corey Whisnant, financial advisor Richmond VA
93 score

Corey Whisnant

CRD Number: 5494377
Current Firm: Wells Fargo Advisors, LLC

Corey Whisnant (CRD# 5494377) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Richmond, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Richmond, VA May 2009 - Current 7
Wachovia Bank, N.a. Richmond, VA Feb 2008 - Current 8
Wachovia Securities, LLC Richmond, VA Feb 2008 - May 2009 1
Verizon Richmond, VA Jun 2006 - Feb 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Corey D. Whisnant
Phone Number: 314-875-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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