Kory Datres
Kory Datres is a registered investment advisor at Cetera Investment Advisers LLC, based in Williamsport, PA, with 16 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1610 E Third St, Williamsport, PA, 17701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kory operates under the DBA Roche Financial Inc., focusing on investments and employee benefits, dedicating nearly full-time hours to this role. Kory is also an insurance agent selling various insurance products, dedicating about 10-20% of their time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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