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Peter Korcusko

29 Years of Experience
Lake Wales, FL
1 DisclosureBroker

Peter Korcusko is a registered investment advisor at LPL Financial LLC, based in Lake Wales, FL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Lake Wales, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2022
Final
Other Business Activities

Peter operates Molon Labe Financial as a DBA for his LPL business. This investment-related activity takes up nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
LPL Financial LLC
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2016 - May 2023 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - May 2023 · 6 yrs 8 mos
Morgan Stanley
September 2011 - October 2016 · 5 yrs 1 mo
Morgan StanleyBroker
September 2011 - October 2016 · 5 yrs 1 mo
Morgan Keegan & Company, INC.
March 2007 - September 2011 · 4 yrs 6 mos
Morgan Keegan & Company, INC.Broker
February 2007 - September 2011 · 4 yrs 7 mos
Amsouth Investment Management Company LLC
February 2004 - February 2007 · 3 yrs
Amsouth Investment Services, INC.Broker
December 2003 - February 2007 · 3 yrs 2 mos
Ifmg Securities, INC.Broker
November 2002 - December 2003 · 1 yr 1 mo
Ifmg Securities, INC.
November 2002 - December 2003 · 1 yr 1 mo
Garden State Securities, INC.Broker
January 2002 - November 2002 · 10 mos
First Union Securities Financial Network, INC.Broker
June 2000 - January 2002 · 1 yr 7 mos
Jwgenesis Securities, INC.Broker
January 2000 - June 2000 · 5 mos
Gsg Securities, INC.Broker
January 1999 - December 1999 · 11 mos
Chatfield Dean & CO., INC.Broker
September 1998 - January 1999 · 4 mos
H.J. Meyers & CO., INC.Broker
July 1996 - October 1998 · 2 yrs 3 mos
State Registrations17 states
AZCACTDEFLGAINMAMENJNYPASCTNTXVTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.