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CN

Corey J. Noyes

BALANCED CAPITAL
Heber City, UT
Some features on this profile are disabled
CRD#: 6494689
CN

Professional summary

Corey James Noyes is a registered financial advisor currently at BALANCED CAPITAL located in Heber City, Utah.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Corey has worked at 2 firms and has passed the Series 66, SIE 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 Corey James Noyes'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

May 13, 2021 - Present

BALANCED CAPITAL

RIA
CRD#: 314531
Heber City, UT
Past

August 14, 2015 - May 13, 2021

EDWARD JONES

RIA
CRD#: 250
SALT LAKE CITY, UT
Past

July 15, 2015 - May 13, 2021

EDWARD JONES

BD
CRD#: 250
SALT LAKE CITY, UT

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
Utah
(5/13/2021)
IAR
Washington
(1/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2015
General Securities Representative Examination

Current Firm

BC
BALANCED CAPITAL
BALANCED CAPITAL | BALANCED CAPITAL INVESTMENTS LLC

CRD#: 314531 / SEC#:

Utah
Registered Investment Advisory firm - (5/13/2021 Approved)
Washington
Registered Investment Advisory firm - (1/17/2025 Approved)
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Contact information

Main Address
Heber City, UT
Mailing Address
Phone number
(435) 200-3050
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts154
AUM (Assets Under Management)$ 39,490,000

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

BALANCED CAPITAL

CRD#: 314531Heber City, UT

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