Cory Dawkins, financial advisor Johnston IA

Cory Dawkins

CRD Number: 5975887
Current Firm: Elite Wealth Partners, LLC

Cory Dawkins (CRD# 5975887) is an Investment Advisor Representative working at Elite Wealth Partners, LLC in Johnston, IA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Elite Wealth Partners, LLC Urbandale, IA Jul 2017 - Current 6
Lincoln Financial Securities Corporation Urbandale, IA May 2014 - Aug 2017 3
Various Insurance Carriers For W&r Insurance Agencies Des Moines, IA Jan 2012 - May 2014 2
Waddell & Reed, Inc. West Des Moines, IA Sep 2011 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Cory J. Dawkins
Phone Number: 515-371-4421
Registered State(s):
  • IA
  • TX
Current Firm Details
Elite Wealth Partners, LLC
Firm's CRD Number: 289355
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $52,692
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

IA, TX

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