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James Corey Vertich

UHLER VERTICH WHITE ADVISORS, LLC·FORT MYERS, Florida
Series 7, Series 6, Series 63CFPUHLER VERTICH WHITE ADVISORS, LLC
1510 ROYAL PALM SQUARE BOULEVARD, FORT MYERS, FL 33919-1068CRD# 1960620Firm CRD# 130716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Corey Vertich · FORT MYERS, FL
Registration
CRD #1960620 · UHLER VERTICH WHITE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
1305 disclosures on file · See FINRA BrokerCheck for full record
01

About

James Corey Vertich is a registered financial advisor based in FORT MYERS, Florida, affiliated with UHLER VERTICH WHITE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
UHLER VERTICH WHITE ADVISORS, LLC
UHLER VERTICH WHITE ADVISORS
AUM
$466M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at UHLER VERTICH WHITE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: 3RD PARTY ADVISER/MANAGER FEES
Regulatory
SEC/IARD CRD# 1960620
Firm CRD# 130716
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Corey Vertich offer?
James Corey Vertich specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.
What are James Corey Vertich's credentials?
James Corey Vertich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Corey Vertich located?
James Corey Vertich is based in FORT MYERS, Florida, working with UHLER VERTICH WHITE ADVISORS, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does James Corey Vertich charge for services?
James Corey Vertich's firm is compensated through percentage of aum, other: 3rd party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UHLER VERTICH WHITE ADVISORS, LLC?
UHLER VERTICH WHITE ADVISORS, LLC has approximately 10 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UHLER VERTICH WHITE ADVISORS, LLC

Bryan Keefe Fiore
FORT MYERS, FL
John Thomas Uhler
FORT MYERS, FL

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