Curtis
Corkey

Principal Securities, Inc

CRD#2856532
Investment Advisor
in Almond, NY

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About this Advisor

Curtis Corkey is a financial advisor based in Almond, New York, working with Principal Securities, Inc. Curtis has previously held positions at Princor Financial Services Corporation, Ctc Financial Services, Principal Life Insurance, and Principal Securities. Curtis has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Curtis is part of Principal Securities, Inc, which operates out of Almond, New York. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5 School St
Almond, NY 14804

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

NY Average: $9,259,360,772
Total Number of Employees

1,349

NY Average: 166
Total Number of Accounts

54,844

NY Average: 7,189
Average Account Size

$220,730

NY Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Curtis Corkey Work History

2016 - Present (8 years)

Principal Securties

2001 - Present (23 years)

Principal Life Insurance

1997 - Present (27 years)

Ctc Financial Services

1997 - 2016 (19 years)

Princor Financial Services Corporation

Disclosures

Please visit the SEC profile of Curtis Corkey 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 Principal Securities, Inc

Roger Goren
Melville, NY
Robert Little
Birmingham, AL
Reid Johnson
Cedar Falls, IA
Martha Nielsen
Latham, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

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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