Cory
Underwood
Osaic Advisory Services, LLC
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About this Advisor
Cory Underwood is a financial advisor based in Littleton, Colorado, working with Osaic Advisory Services, LLC. Cory has previously held positions at Foothill Securities Inc, Cue Financial Group Inc, Dba Underwood Retirement Management, Underwood Consulting Financial Consulting, LLC, Rubinbrown Advisors LLC, Rubinbrown Brokerage Services, LLC, National Asset Management, B. Riley Wealth Advisors Inc, and Triad Hybrid Solutions. Cory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Cory is part of Osaic Advisory Services, LLC, which operates out of Littleton, Colorado. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Cory Underwood Work History
Triad Hybrid Solutions
B. Riley Wealth Advisors Inc
National Asset Management
Rubinbrown Advisors LLC
Rubinbrown Brokerage Services, LLC
Underwood Consulting Financial Consulting, LLC
Dba Underwood Retirement Management
Foothill Securities Inc
Cue Financial Group Inc
Disclosures
Please visit the SEC profile of Cory Underwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Advisory Services, LLC
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Allentown, PA
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Knoxville, TN
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Bend, OR
Bend, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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