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.
Red Arch Insurance LLC. It is an investment related business. The address is 2158 S 60 E Heber City, UT 84032. The business is an insurance agency. Corey Noyes is the owner of the business and an insurance agent. Corey Noyes' title is owner. The business was formed on 5/12/2021. Corey Noyes spends 5-10 hours a month in the business. Corey Noyes devotes 3-5 hours a month to Red Arch Insurance LLC during securities trading hours. Corey Noyes' duties include quoting prices for term insurance, and helping clients select the appropriate policies for their needs. In addition to that he does any necessary admin and paperwork. Corey Noyes is the owner of Heber city Tax Prep. It is not an investment related business. The address is 2158 S 60 E Heber City, UT 84032, The business is a tax preparation firm. Corey noyes is the owner. Corey noyes' title is owner. The business was formed on 1/1/2022. Corey noyes spends 10 hours a week for 3 months of the year in the business. Corey Noyes devotes 0 hours per week to the business during trading hours. Corey noyes' duties include preparing income tax returns for individuals.
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®
NoneExperience
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
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 24,632,000 |
Red Flags
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