Kory Labarga is a registered investment advisor at Financial Celebrations, based in Vacaville, CA, with 6 years of industry experience. Kory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
The maximum annual fee will not exceed 1.15% of assets under management. Fees are not negotiable and are billed quarterly in advance.
Fee Estimator
Location
190 S. Orchard Ave Ste B240, Vacaville, CA, 95688
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 Activities
Kory operates a DBA called Financial Celebrations for his LPL business since 2016. He also spends time writing and publishing novelettes, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Financial Celebrations
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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