Cory Davidson
Cory Davidson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wheaton, IL, with 17 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
1761 S Naperville Rd Ste 100, Wheaton, IL, 60189
Get directionsHistory
Regulatory History (1)
Regulatory
June 2007Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wachovia Securities, LLCBroker
PFS Investments INC.Broker
State Registrations11 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.
Exams
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