CO
CFP
CO
CFP

Corey Joseph Oberholtzer

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
5,849 clients
Average Client Portfolio
$289K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

9375 E. Shea Blvd, Suite 100, Scottsdale, AZ, 85260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Corey owns rental property through 31 Ash LLC, dedicating minimal time. Corey also owns Westside Mail Center, a shipping business, spending a few hours per week on it.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
August 2009 - Present · 16 yrs 6 mos
A.G.P. / Alliance Global PartnersBroker
December 2007 - Present · 18 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
July 1999 - February 2005 · 5 yrs 7 mos
State Registrations46 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Corey Joseph Oberholtzer - Financial Advisor | TrueAdvisor