Cortright WetherillCRD Number: 7060728
Current Firm: Wick Capital Partners, LLC
Cortright Wetherill (CRD# 7060728) is an Investment Advisor Representative working at Wick Capital Partners, LLC in Wayne, PA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|Wick Capital Partners, LLC||Philadelphia, PA||Jan 2019 - Current||4|
|Red Rocks Group||Philadelphia, PA||Sep 2017 - Dec 2018||1|
|Drexel University||Philadelphia, PA||Aug 2016 - Dec 2017||1|
|Michaels Development Company||Marlton, NJ||Jul 2017 - Sep 2017||< 1|
|Cwii Holdings||Malvern, PA||Jun 2011 - Aug 2016||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management294MILLIONS
Total Number of Accounts579ACCOUNTS
Average Account Value$508,067
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, NJ, PA, TX
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