Corey R. Letson

GEORGIA WEALTH PARTNERS

Griffin, GA 30224

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CRD#: 5088143

Professional summary

Corey Russell Letson is a registered financial advisor currently at GEORGIA WEALTH PARTNERS, LLC located in Griffin, Georgia.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Corey has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

1) FIXED INSURANCE - INVESTMENT RELATED. GRIFFIN ,GA. FIXED INSURANCE AND ANNUITY SALES. AGENT. 01/2016. 10 HOURS/MONTH, 5 DURING TRADING. AGENT 2) FIRST BAPTIST CHURCH, NOT INVESTMENT RELATED, GRIFFIN, GA, DEACON AND MEMBER TO GRIFFIN FOUNDATION COMMITTEE OF FIRST BAPTIST CHURCH 3) GWP INSURANCE SERVICES, LLC, INVESTMENT RELATED, FIXED INSURANCE SALES, OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Russell Letson's CRS (Customer Relationship Summary).

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

July 15, 2021 - Present

GEORGIA WEALTH PARTNERS, LLC

Office #1: 318 S. Hill Street Suite 200, Griffin, GA 30224

RIA

CRD#: 314602

Griffin, GA

Past

July 29, 2010 - July 15, 2021

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

GRIFFIN, GA

Past

June 18, 2010 - July 15, 2021

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

GRIFFIN, GA

Past

December 13, 2007 - July 16, 2010

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

NORCROSS, GA

Past

May 8, 2006 - July 16, 2010

ONEAMERICA SECURITIES, INC.

CRD#: 4173

NORCROSS, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GEORGIA WEALTH PARTNERS, LLC

CRD#: 314602 / SEC#: 801-128055

RIA

Registered Investment Advisory firm - (6/6/2023 Approved)

Georgia

Registered Investment Advisory firm - (8/3/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(7/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/29/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/5/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GEORGIA WEALTH PARTNERS, LLC

CRD#: 314602 / SEC#: 801-128055

RIA

Registered Investment Advisory firm - (6/6/2023 Approved)

Georgia

Registered Investment Advisory firm - (8/3/2023 Terminated)

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Contact information

Main Address

318 S. Hill Street Suite 200, Griffin, GA 30224

Mailing Address

P.o. Drawer F, Griffin, GA 30224

Phone number

(678) 510-5280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A GEORGIA WEALTH PARTNERS (3/21/2025)

Regulatory assets under management

Total Number of Accounts	685
AUM (Assets Under Management)	$ 137,219,826

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.

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Corey R. Letson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Russell Letson's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

Primary Firm SEC Registration

GEORGIA WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2007

Series 63

Date: 5/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/14/2011

Series 6

Date: 5/5/2006

Current Firm

GEORGIA WEALTH PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GEORGIA WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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