Michelle Ann Corey
Investment adviser representative at H. L. Ormond & Company, LLC
15 yearsExperience
1 stateRegistered in
$401.4MFirm assets
5 yearsFirm in business
Are you Michelle Ann Corey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- H. L. Ormond & Company, LLCJun 2021 to now
- H.L. Ormond & Company LLCJun 2021 to now
- Raymond James Financial Services Advisors, Inc.Jan 2011 to Jun 2021
- Raymond James Financial Services, Inc.Jan 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
H. L. Ormond & Company, LLC
$401.4MAssets managed
282Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2674014
- Firm CRD
- 313593