Corey BirdCRD Number: 4588004
Current Firm: Rowland Carmichael Advisors Inc.
Corey Bird (CRD# 4588004) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 14 years of experience in the finance industry. Corey Bird 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.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Rowland Carmichael Advisors, Inc.||Scottsdale, AZ||Oct 2007 - Current||9|
|United States Army Reserve||Buckeye, AZ||Feb 2002 - Current||15|
|Montage Holdings, LLC||Scottsdale, AZ||Mar 2013 - Aug 2014||1|
|Piper Jaffray & Co||Tri Cities, WA||Nov 2005 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management194MILLIONS
Total Number of Accounts614ACCOUNTS
Average Account Value$316,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, NE, NV, TX, UT, WA