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CB
CFP · ChFC
CB
CFP · ChFC

Corey Basehore

LPL Financial LLC
29 Years of Experience
Camp Hill, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Corey Basehore is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Camp Hill, PA, with 29 years of industry experience. Corey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4000 Market St, Camp Hill, PA, 17011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Corey operates his LPL business through Polaris Advisors LLC and owns Polaris Advisers Properties LLC, a real estate rental business, spending minimal time on the latter. Corey is also an agent selling life, health, and long-term care insurance and has ownership in 2JAC Holdings, LLC and CLB Holding LLC for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLC
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
May 2010 - September 2021 · 11 yrs 4 mos
Wienken & Associates, LTD.
February 1999 - December 2006 · 7 yrs 10 mos
MML Investors Services, LLCBroker
October 1996 - September 2021 · 24 yrs 11 mos
State Registrations23 states
AZCACODEFLGAINMAMDMNNCNJNVNYOHPARISCTNTXVAWAWI
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.
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