Corey Woodhead
Corey Woodhead is a CFP-designated registered investment advisor at LPL Financial LLC, based in Portland, ME, with 27 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
1 India St, Portland, ME, 04101
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2013Customer Dispute
June 2011Other Business Activities
Corey operates Gorham Financial Group as a DBA for his LPL business since 2018. He will also operate MCB Wealth Management as a DBA for his LPL business starting in 2025, dedicating about a quarter of his time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations14 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.