Tucker Paul Cory

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Raymond James Financial Services
  Juno Beach, FL
• 07/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Juno Beach, FL
• 07/2014 → 02/2018
  Cory Wealth Management
  Jupiter, FL
• 01/2022 → Present
  Cory Wealth Management
  Jupiter, FL

Previous Registrations

• 2013-02-13 → 2013-06-21
  Raymond James & Associates, Inc.
  Palm Beach Gardens, FL
• 2009-10-22 → 2013-02-13
  Morgan Keegan & Company, Llc
  Jupiter, FL
• 2006-05-30 → 2009-10-19
  Colonial Asset Management Inc
  Montgomery, AL
  Oalm Beach, FL
  West Palm Beach, FL
• 2007-03-09 → 2009-10-12
  Uvest Financial Services Group, Inc.
  Palm Beach, FL
  Charlotte, NC
• 2005-07-05 → 2006-05-02
  Truist Investment Services, Inc.
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Palm Beach, FL

Other Businesses

(1)Name of Business: Cory Wealth Management Address: 5320 Donald Ross Rd Suite 110, Palm Beach Gardens, FL, 33418, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Support office expense for the my activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-30
• S63 Uniform Securities Agent State Law Examination
  1992-06-03

Other Names

• Tucker Cory