Korey
White
Core Advisory Group
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About this Advisor
Korey White is a financial advisor based in Brookhaven, Mississippi, working with Core Advisory Group. Korey has previously held positions at Miller & White Inc, Invest Financial Corporation, Lpl Financial LLC, and White & Associates LLC. Korey has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Currently, Korey is part of Core Advisory Group, which operates out of Brookhaven, Mississippi. The firm has 3 offices and 11 employees. The firm manages assets totaling $238.2 million 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, and pension consulting services. The fee structure at Core Advisory Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Advisory Group Brokerage Details
$238,224,870
11
1,444
$164,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Korey White Work History
White & Associates LLC
Lpl Financial LLC
Invest Financial Corporation
Miller & White Inc
Disclosures
Please visit the SEC profile of Korey White 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 Core Advisory Group
Rock Hill, SC
Rock Hill, SC
Rock Hill, SC
Charlotte, NC
Rock Hill, SC
Charlotte, NC
Charlotte, NC
Brookhaven, MS
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