Corey Basehore
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. 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
4000 Market St, Camp Hill, PA, 17011
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Regulatory History
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.
Learn about disclosures →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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
Wienken & Associates, LTD.
MML Investors Services, LLCBroker
State Registrations23 states
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