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Cory Lynn Whitaker

BOWIE CAPITAL MANAGEMENT, LLC·RICHARDSON, Texas
Unclaimed Profile
740 E. CAMPBELL RD., RICHARDSON, TX 75081CRD# 6341949Firm CRD# 171023
01

About

Cory Lynn Whitaker is a registered financial advisor based in RICHARDSON, Texas, affiliated with BOWIE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BOWIE CAPITAL MANAGEMENT, LLC
BOWIE CAPITAL MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BOWIE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6341949
Firm CRD# 171023
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cory Lynn Whitaker offer?
Cory Lynn Whitaker specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Cory Lynn Whitaker's credentials?
Cory Lynn Whitaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Lynn Whitaker located?
Cory Lynn Whitaker is based in RICHARDSON, Texas, working with BOWIE CAPITAL MANAGEMENT, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Cory Lynn Whitaker charge for services?
Cory Lynn Whitaker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOWIE CAPITAL MANAGEMENT, LLC?
BOWIE CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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