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CR

Cory R. Reckard

RECKARD CPA ADVISORS
Poneto, IN
Some features on this profile are disabled
CRD#: 4310889
CR

Professional summary

Cory Ray Reckard is a registered financial advisor currently at RECKARD CPA ADVISORS, LLC located in Poneto, Indiana.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cory has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Ray Reckard's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 16, 2017 - Present

RECKARD CPA ADVISORS, LLC

RIA
CRD#: 289768
Poneto, IN
Past

June 13, 2007 - August 4, 2011

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
MONROE, IN
Past

September 13, 2006 - August 4, 2011

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
MONROE, IN
Past

September 19, 2003 - September 6, 2006

WRP INVESTMENTS, INC.

BD
CRD#: 7365
BLUFFTON, IN
Past

November 1, 2001 - September 24, 2003

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
BLUFFTON, IN
Past

September 13, 2001 - September 24, 2003

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

January 24, 2001 - September 24, 2001

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 29, 2000 - January 11, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(8/16/2017)
IAR
Ohio
(10/17/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/27/2000
General Securities Representative Examination

Current Firm

RC
RECKARD CPA ADVISORS, LLC
RECKARD CPA ADVISORS, LLC

CRD#: 289768 / SEC#:

Indiana
Registered Investment Advisory firm - (8/16/2017 Approved)
Ohio
Registered Investment Advisory firm - (10/17/2017 Approved)
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Contact information

Main Address
Poneto, IN
Mailing Address
Phone number
(260) 402-1097
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RECKARD CPA ADVISORS, LLC

CRD#: 289768Poneto, IN

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