Cory M. Davenport
Professional summary
Cory M Davenport, CFP®, who also goes by Cory Mitchell Davenport, Cory Davenport, is a registered financial advisor currently at WESTMOUNT PARTNERS, LLC located in Los Angeles, California.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cory has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cory M Davenport's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2023 - Present
WESTMOUNT PARTNERS, LLC
Office #1: 2049 Century Park East Suite 2500, Los Angeles, CA 90067December 19, 2018 - July 14, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
August 18, 2014 - October 19, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
WESTMOUNT PARTNERS, LLC
CRD#: 158857 / SEC#: 801-72739
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2023)
Exams
Current Firm
WESTMOUNT PARTNERS, LLC
CRD#: 158857 / SEC#: 801-72739
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,595 |
| AUM (Assets Under Management) | $ 5,202,679,011 |
Red Flags
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