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Cory Adam Shuford

WEALTHPOINT FINANCIAL LLC·CRAMERTON, North Carolina
Clean recordWEALTHPOINT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cory Adam Shuford is a registered financial advisor based in CRAMERTON, North Carolina, affiliated with WEALTHPOINT FINANCIAL 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
WEALTHPOINT FINANCIAL LLC
WEALTHPOINT ADVISORS
AUM
$121M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTHPOINT FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5674524
Firm CRD# 332312
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Other Advisors at WEALTHPOINT FINANCIAL LLC

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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