Charles Cory
Charles Cory is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Blissfield, MI, with 42 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
225 W Adrian St, Blissfield, MI, 49228
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Criminal
May 2003Other Business ActivitiesSells Insurance
Charles is a co-owner of Blissfield Financial Services, involved in insurance and investment services, and owns rental properties. He also works as an independent insurance agent selling fixed insurance products full-time and is a notary public, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Mony Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.