Cary Scott Kornick

Journey Advisory Group, LLC

26 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Journey Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

843 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:$50K

Location

50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Journey Advisory Group, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Herr Investment Group LLC

February 2022 - September 2024 · 2 yrs 7 mos

Monere Wealth Management, INC.

July 2020 - May 2022 · 1 yr 10 mos

Monere Investments, INC.Broker

April 2015 - May 2022 · 7 yrs 1 mo

David A. Noyes & CompanyBroker

February 1999 - April 2015 · 16 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.