Cory Adam Shuford
Investment adviser representative at Wealthpoint Advisors
11 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$147.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wealthpoint AdvisorsMay 2024 to now
- Dempsey Lord Smith, LLCJul 2019 to Sep 2024
- Kalos ManagementJun 2016 to Jul 2019
- Kalos CapitalApr 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 5 states (FL, NC, PA, SC, TX).
Wealthpoint Advisors
Legal name: Wealthpoint Financial LLC
$147.1MAssets managed
380Clients
3Advisers
2 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
- 5674524
- Firm CRD
- 332312