Kory Doty
Kory Doty is a registered investment advisor at Cetera Investment Advisers LLC, based in Effingham, IL, with 12 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
2000 S Banker St, Effingham, IL, 62401
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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 works as an assistant trust officer for Crossroads Bank, assisting in the administration of trusts and estate accounts. Kory also sells fixed insurance products through Crossroads Bank and JBC Companies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Edward JonesBroker
State Registrations3 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.