CD
CD

Cory Christopher Downer

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

7777 Bonhomme Ave., Suite 2400, Clayton, MO, 63105

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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 ActivitiesSells Insurance

Cory works as an insurance agent, providing insurance services and sales. This activity takes minimal time.

Employment History
Current Registrations
Smith Moore & CO.
June 2022 - Present · 3 yrs 8 mos
Smith, Moore & CO.Broker
May 2022 - Present · 3 yrs 9 mos
State Registrations10 states
COFLIAILKSMAMONEOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cory Christopher Downer - Financial Advisor | TrueAdvisor