AdvisorOS Directory
Claim Profile
Unclaimed Profile
CS

Cory Adam Shuford

WEALTHPOINT FINANCIAL LLC·CRAMERTON, North Carolina
SIE, Series 7, Series 66CFPClean record14 years registeredWEALTHPOINT FINANCIAL LLC
102 HIDDEN PASTURES DR., CRAMERTON, NC 28032CRD# 5674524Firm CRD# 332312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cory Adam Shuford · CRAMERTON, NC
Registration
CRD #5674524 · WEALTHPOINT FINANCIAL LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

WEALTHPOINT ADVISORS
Sep 2024 – present
DEMPSEY LORD SMITH, LLC
Jul 2019 – Sep 2024
Cramerton, NC
KALOS MANAGEMENT
Jun 2016 – Jul 2019
Belmont, NC
INDEPENDENT ADVISOR ALLIANCE, LLC
Jul 2014 – Apr 2015
HUNTERSVILLE, NC
LPL FINANCIAL LLC
Jan 2012 – Jun 2014
HUNTERSVILLE, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 5, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHPOINT FINANCIAL LLC
CRD 332312 · SEC 801-130837
AUM
$121M
Regulatory assets under management
Employees
6
874 client accounts
Services offered by WEALTHPOINT FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHPOINT FINANCIAL LLC →
Introduction

Speak with Cory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CRAMERTON?

Browse all registered financial advisors in CRAMERTON, North Carolina or claim this profile if it's yours.

Browse CRAMERTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Cory Adam Shuford offer?
Cory Adam Shuford specializes in Financial Planning, Investment Management. Contact their office in CRAMERTON, North Carolina for a consultation.
What are Cory Adam Shuford's credentials?
Cory Adam Shuford holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Cory Adam Shuford located?
Cory Adam Shuford is based in CRAMERTON, North Carolina, working with WEALTHPOINT FINANCIAL LLC. Their office serves clients in the CRAMERTON metropolitan area and surrounding communities.
How does Cory Adam Shuford charge for services?
Cory Adam Shuford's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHPOINT FINANCIAL LLC?
WEALTHPOINT FINANCIAL LLC has approximately 6 employees and manages $121M 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 at WEALTHPOINT FINANCIAL LLC

Kyle David Sikes
CRAMERTON, NC
Lauren Skidmore Ivester
CRAMERTON, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile