CO
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
123 advisors
Number of Clients
5,849 clients
Average Client Portfolio
$289K average
Assets Under Management
$1.7B
Fee Structure
A.G.P. charges fees based on a percentage of assets under management, which are negotiable and range up to 3%. These fees are payable quarterly in advance. Financial planning services are charged on an hourly basis. A.G.P. also sponsors a Wrap Fee Program with fees ranging up to 2%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ, 85260
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Corey owns rental property through 31 Ash LLC, dedicating minimal time. Corey also owns Westside Mail Center, a shipping business, spending a few hours per week on it.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
August 2009 - Present · 16 yrs 5 mos
A.G.P. / Alliance Global Partners Broker
December 2007 - Present · 18 yrs 1 mo
Previous Registrations
Charles Schwab & Co., INC. Broker
July 1999 - February 2005 · 5 yrs 7 mos
State Registrations46 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.