Corey Lashells is a registered investment advisor at Anchor Financial, based in Lynwood, WA, with 11 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 45 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
19031 133rd Ave W, Suite 314, Lynwood, WA, 98036
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Corey is a branch manager and insurance producer at The Medicare Exchange since 2014, spending about half of their time managing agents and providing insurance services. Corey is also a member of Anchor Financial, LLC, used for securities business, and a managing partner/IAR providing advisory services, dedicating about half of their time to this role.
Employment History
Current Registrations
Anchor Financial
Previous Registrations
Gradient Securities, LLCBroker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
State Registrations2 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.