Cory James Smith

Cory James Smith is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with DISCRETIONARY INC..

Registration history (6)

FirmFromToCurrent
DISCRETIONARY INC.2025-10-03presentYes
CLEAR CREEK FINANCIAL MANAGEMENT, LLC2021-10-042023-10-20
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC2018-12-192019-11-07
CETERA ADVISORS LLC2017-03-132018-04-25
MSI FINANCIAL SERVICES, INC.2015-08-182017-03-03
EDWARD D. JONES & CO., L.P.2013-12-092015-04-27

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