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Corey Laprade

17 Years of Experience
Reston, VA
Broker

Corey Laprade is a registered investment advisor at Park Avenue Securities LLC, based in Reston, VA, with 17 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

11600 Sunrise Valley Drive, Suite 100, Reston, VA, 20191

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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 Activities

Corey is involved with Unlimited Auto Products, LLC since 2013, spending a few hours per week on the activity. This activity is not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2023 - Present · 2 yrs 11 mos
Park Avenue Securities LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Laprade Wealth Management LLC
March 2021 - April 2023 · 2 yrs 1 mo
Private Client Services, LLCBroker
July 2020 - November 2020 · 4 mos
Private Client Services, LLC
July 2020 - November 2020 · 4 mos
Bright Futures Wealth Management, LLC
December 2019 - July 2020 · 7 mos
TD Ameritrade, INC.Broker
January 2017 - October 2019 · 2 yrs 9 mos
TD Ameritrade Investment Management, LLC
January 2017 - October 2019 · 2 yrs 9 mos
TD Ameritrade, INC.
January 2017 - October 2019 · 2 yrs 9 mos
Cetera Advisor Networks LLCBroker
October 2015 - July 2016 · 9 mos
Cetera Advisor Networks LLC
October 2015 - July 2016 · 9 mos
TD Ameritrade, INC.Broker
March 2010 - October 2013 · 3 yrs 7 mos
TD Ameritrade, INC.
March 2010 - October 2013 · 3 yrs 7 mos
Amerivest Investment Management, LLC
March 2010 - October 2013 · 3 yrs 7 mos
Nylife Securities LLCBroker
April 2009 - February 2010 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - February 2009 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - February 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2006 · 4 mos
Citigroup Global Markets INC.
February 2006 - June 2006 · 4 mos
Legg Mason Wood Walker INC
April 2005 - February 2006 · 10 mos
Legg Mason Wood Walker, IncorporatedBroker
April 2005 - February 2006 · 10 mos
American Express Financial Advisors, INC.
December 2004 - February 2005 · 2 mos
American Express Financial Advisors INC.Broker
November 2004 - February 2005 · 3 mos
Ids Life Insurance CompanyBroker
November 2004 - February 2005 · 3 mos
State Registrations2 states
DCMD
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.
Corey Laprade - Financial Advisor | TrueAdvisor