Cory Summers
Cory Summers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Corpus Christi, TX, with 19 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
14493 S Padre Island Dr Ste H, Corpus Christi, TX, 78418
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Cory is involved with Corpus Christi Financial Group, LLC, Copperhead Commercial Properties, LLC (real estate rental), Freedom Property Management, LLC, Copperhead Virtual Properties LLC, and Copperhead Vacation Properties LLC. Cory also has non-variable insurance, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Priority Capital Investments, LLCBroker
Realty Capital Securities, LLCBroker
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations34 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.