CW
CW

Corinne Wolthuis

10 Years of Experience
Tampa, FL
Broker

Corinne Wolthuis is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 10 years of industry experience. Corinne 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

2202 N. Westshore Blvd, Suite 150, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Corinne is a board member for Villa Rosa Master Association, Inc., a homeowners association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 6 mos
Cetera Investment Services LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Truist Advisory Services, INC.
June 2019 - August 2023 · 4 yrs 2 mos
Truist Investment Services, INC.Broker
April 2019 - August 2023 · 4 yrs 4 mos
Suntrust Advisory Services, INC.
December 2016 - May 2018 · 1 yr 5 mos
Suntrust Investment Services, INC.Broker
March 2015 - May 2018 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - November 2014 · 1 yr
State Registrations2 states
FLMS
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.