Cory Marlow is a registered investment advisor at LPL Financial LLC, based in Elkhart, IN, with 18 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
1801 E. Bristol St., Elkhart, IN, 46514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cory is a non-profit board member for Porter Township, spending a few hours per week during securities trading. He also has two investment-related business entities: Michiana Wealth Management Partners, Inc. and Financial Partners, Inc., dedicating about 20% of his time to Financial Partners, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Key Investment Services LLCBroker
Natcity Investments, INC.Broker
Signator Investors, INC.Broker
Investors Brokerage Services, INC.Broker
State Registrations13 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.