Corey James Cordray
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCDec 2025 to now
- Cetera Investment Services LLCDec 2025 to now
- Regions BankDec 2025 to now
- Omega Wealth Private CapitalJul 2025 to Dec 2025
- Lbmz Securities, Inc.Sep 2020 to Aug 2025
- Pruco SecuritiesJan 2020 to Sep 2020
- The Prudential Insurance Company of AmericaJan 2020 to Sep 2020
- Edward JonesApr 2019 to Jan 2020
- Fifth Third BankFeb 2019 to Apr 2019
- Fifth Third SecuritiesFeb 2019 to Apr 2019
- J.P. Morgan Securities LLCMay 2017 to Jan 2019
- Charles Schwab & Co., Inc.Apr 2015 to May 2017
- Charles Schwab BankMar 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6004599
- Firm CRD
- 105644