Corey Woodhead is a CFP-designated registered investment advisor, based in Falmouth, ME, with 27 years of industry experience. Corey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
65 Gray Road, Falmouth, ME, 04105
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Regulatory History (2)
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Customer Dispute
February 2013Denied
Customer Dispute
June 2011Denied
Other 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
Cetera Investment Services LLCBroker
June 2026 - Present · 4 mos
Cetera Investment Advisers LLC
June 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - June 2026 · 8 yrs 4 mos
LPL Financial LLC
February 2018 - June 2026 · 8 yrs 4 mos
Invest Financial Corporation
April 2002 - February 2018 · 15 yrs 10 mos
Invest Financial CorporationBroker
November 2001 - February 2018 · 16 yrs 3 mos
American Express Financial Advisors INC.Broker
December 1998 - November 2001 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
December 1998 - November 2001 · 2 yrs 11 mos
State Registrations7 states
CTFLMAMENHNYOH
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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