Corey Joseph Oberholtzer
Investment adviser representative at A.G.P / Alliance Global Partners
19 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- A.G.P. / Alliance Global PartnersAug 2009 to now
- Euro Pacific CapitalDec 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CT, FL, IL, NC, NY, SC, TX).
A.G.P / Alliance Global Partners
Legal name: A.G.P. / Alliance Global Partners, LLC
$2.9BAssets managed
7,490Clients
130Advisers
17 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
- 3195098
- Firm CRD
- 8361