Corey Altman, financial advisor New Castle PA

Corey Altman

CRD Number: 6134311
Current Firm: Buckingham Strategic Wealth, LLC
Corey Altman (CRD# 6134311) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in New Castle, PA and has over 3 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Buckingham Asset Management, LLC Clayton, MO Jul 2018 - Current 5
A&f Financial Advisors LLC Charleston, WV Jan 2015 - Jun 2018 3
Arnett Carbis Toothman LLP Charleston, WV Jan 2015 - Jun 2018 3
Carbis Walker LLP New Castle, PA May 2012 - Jan 2015 2
Opis Asset Management, LLC New Castle, PA May 2012 - Jan 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Corey E. Altman
By the Numbers
  • Total Assets Under Management
    27,028
    MILLIONS
  • Total Number of Accounts
    48,507
    ACCOUNTS
  • Average Account Value
    $557,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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