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Corey Cordray

12 Years of Experience
Mooresville, IN
1 DisclosureBroker

Corey Cordray is a registered investment advisor at Cetera Investment Advisers LLC, based in Mooresville, IN, with 12 years of industry experience. Corey 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1000 Hadley Rd, Mooresville, IN, 46158

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History

Regulatory History (1)
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Financial
February 2020
Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2026 - Present · 4 mos
Cetera Investment Services LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Omega Wealth Private Capital LLC
July 2025 - January 2026 · 6 mos
Lbmz Securities, INC.Broker
October 2020 - August 2025 · 4 yrs 10 mos
Prudential Financial Planning Services
January 2020 - September 2020 · 8 mos
Pruco Securities, LLC.Broker
January 2020 - September 2020 · 8 mos
Edward JonesBroker
April 2019 - January 2020 · 9 mos
Edward Jones
April 2019 - January 2020 · 9 mos
Fifth Third Securities, INC.
February 2019 - April 2019 · 2 mos
Fifth Third Securities, INC.Broker
February 2019 - April 2019 · 2 mos
J.P. Morgan Securities LLC
May 2017 - January 2019 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
May 2017 - January 2019 · 1 yr 8 mos
Charles Schwab & CO., INC.
September 2014 - June 2017 · 2 yrs 9 mos
Charles Schwab & CO., INC.Broker
February 2014 - June 2017 · 3 yrs 4 mos
Charles Schwab & CO., INC.Broker
May 2012 - May 2013 · 1 yr
State Registrations1 state
IN
AdvisorBrokerBoth

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
No exam information available for this advisor.
Corey Cordray - Financial Advisor | TrueAdvisor