Cory Dawkins, financial advisor Johnston IA
93 score

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 6 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 < 1
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
Premier Pc Doctor Des Moines, IA Aug 2008 - Jan 2012 3
Dawkins Consulting LLC Des Moines, IA Dec 2010 - Sep 2011 < 1
Technisource West Des Moines, IA Mar 2010 - Aug 2011 1
Wellmark Bc/bs Des Moines, IA Apr 2001 - Jan 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
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
    2
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $78,636
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IA, TX

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

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