CM
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Corey Millhouse

2 Years of Experience
Wallingford, CT
Broker

Corey Millhouse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wallingford, CT, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1062 Barnes Rd, Ste 201, Wallingford, CT, 06492

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
First Trust Advisors LP
February 2024 - November 2025 · 1 yr 9 mos
First Trust Portfolios L.P.Broker
February 2024 - November 2025 · 1 yr 9 mos
Columbia Management Investment Advisers, LLC
October 2023 - February 2024 · 4 mos
Columbia Management Investment Distributors, INC.Broker
September 2023 - February 2024 · 5 mos
Columbia Management Investment Advisers, LLC
March 2023 - September 2023 · 6 mos
Columbia Management Investment Distributors, INC.Broker
March 2023 - September 2023 · 6 mos
State Registrations1 state
CT
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.