Kory Budinger
Kory Budinger is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8687 E Via De Ventura Ste 200, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business Activities
Kory is a co-trustee for The Budginer Family Trust, spending minimal time on it, and co-owns a building through FUN GUYZ II, LLC, dedicating minimal time. He also operates under the DBAs Progressive Financial Concepts and WCG Wealth Advisors, LLC for his LPL business, spending nearly full-time on Progressive Financial Concepts.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Sunamerica Securities, INC.Broker
Sentra Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.