Cory A. Shuford

WEALTHPOINT ADVISORS

CRAMERTON, NC 28032

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CRD#: 5674524

Professional summary

Cory Adam Shuford, CFP® is a registered financial advisor currently at WEALTHPOINT ADVISORS located in Cramerton, North Carolina.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Cory has worked at 6 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.

SSI HOLDINGS, LLC- REAL ESTATE HOLDING - 33.3% OWNERSHIP - 102 HIDDEN PASTURES DR. STE 216 CRAMERTON, NC 28032 SSI WEALTH MANAGEMENT, LLC DBA FOR WEALTHPOINT ADVISORS- 33.3% OWNERSHIP- 102 HIDDEN PASTURES DR. STE 216 CRAMERTON, NC 28032.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Adam Shuford'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 12, 2024 - Present

WEALTHPOINT ADVISORS

Office #1: 102 Hidden Pastures Dr. Suite 213, Cramerton, NC 28032

RIA

CRD#: 332312

CRAMERTON, NC

Past

July 22, 2019 - September 11, 2024

DEMPSEY LORD SMITH, LLC

RIA

CRD#: 141238

Cramerton, NC

Past

July 22, 2019 - September 11, 2024

DEMPSEY LORD SMITH, LLC

CRD#: 141238

Cramerton, NC

Past

June 2, 2016 - July 22, 2019

KALOS MANAGEMENT

RIA

CRD#: 133025

Belmont, NC

Past

June 2, 2016 - July 22, 2019

KALOS CAPITAL, INC.

CRD#: 44337

BELMONT, NC

Past

July 24, 2014 - April 20, 2015

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

HUNTERSVILLE, NC

Past

January 5, 2012 - June 25, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

HUNTERSVILLE, NC

Past

October 26, 2011 - May 1, 2015

LPL FINANCIAL LLC

CRD#: 6413

HUNTERSVILLE, NC

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".

WEALTHPOINT ADVISORS

WEALTHPOINT ADVISORS | WEALTHPOINT FINANCIAL LLC

CRD#: 332312 / SEC#: 801-130837

RIA

Registered Investment Advisory firm - (7/26/2024 Approved)

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

Florida
(9/20/2024)

IAR

North Carolina
(9/12/2024)

IAR

Pennsylvania
(9/13/2024)

IAR

South Carolina
(9/13/2024)

IAR

Texas
(8/5/2025)

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 66

Date: 12/22/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/25/2011

General Securities Representative Examination

Current Firm

WEALTHPOINT ADVISORS

WEALTHPOINT ADVISORS | WEALTHPOINT FINANCIAL LLC

CRD#: 332312 / SEC#: 801-130837

RIA

Registered Investment Advisory firm - (7/26/2024 Approved)

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Contact information

Main Address

102 Hidden Pastures Dr. Suite 213, Cramerton, NC 28032

Mailing Address

Phone number

(704) 675-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHPOINT ADVISORS BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	883
AUM (Assets Under Management)	$ 119,325,475

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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Advisor Monitoring

Firm Stability Insights

Cory A. Shuford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Adam Shuford's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEMPSEY LORD SMITH, LLC

DEMPSEY LORD SMITH, LLC

KALOS MANAGEMENT

KALOS CAPITAL, INC.

INDEPENDENT ADVISOR ALLIANCE, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

WEALTHPOINT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2011

SIE

Date: 10/1/2018

Series 7

Date: 10/25/2011

Current Firm

WEALTHPOINT ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHPOINT ADVISORS

TRUST BUT VERIFY

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