AdvisorOS Directory
Claim Profile
JV

James Corey Vertich

UHLER VERTICH WHITE ADVISORS, LLC·FORT MYERS, Florida
CFPSeries 7Series 6Series 63SIELicensed in 36 states
Unclaimed Profile
1510 ROYAL PALM SQUARE BOULEVARD, FORT MYERS, FL 33919-1068CRD# 1960620Firm CRD# 130716
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
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
1305 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT MYERS?

Browse all registered financial advisors in FORT MYERS, Florida or claim this profile if it's yours.

Browse FORT MYERS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FORT MYERS
Sherri Lynn Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONEric Joel Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONTrevor Ruskin Whitley — MNS FINANCIAL MANAGEMENT, L.L.C.Brian P O'connell — MNS FINANCIAL MANAGEMENT, L.L.C.Thomas Dewey Case — CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile