Unclaimed Profile

Corey Andrew White

FINANCIAL WEST INVESTMENT GROUP, INC.·WESTLAKE VILLAGE, California

FINANCIAL WEST INVESTMENT GROUP, INC.

4510 E. THOUSAND OAKS BLVD., WESTLAKE VILLAGE, CA 91362CRD# 4537015Firm CRD# 16668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Corey Andrew White · WESTLAKE VILLAGE, CA

Registration

CRD #4537015 · FINANCIAL WEST INVESTMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Corey Andrew White is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with FINANCIAL WEST INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL WEST INVESTMENT GROUP, INC.

FINANCIAL WEST GROUP

AUM

$180K

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL WEST INVESTMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4537015

Firm CRD# 16668

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Corey Andrew White offer?

Corey Andrew White specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Corey Andrew White's credentials?

Corey Andrew White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Corey Andrew White located?

Corey Andrew White is based in WESTLAKE VILLAGE, California, working with FINANCIAL WEST INVESTMENT GROUP, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Corey Andrew White charge for services?

Corey Andrew White's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL WEST INVESTMENT GROUP, INC.?

FINANCIAL WEST INVESTMENT GROUP, INC. has approximately 4 employees and manages $180K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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