Cory Larmour
Cory Larmour is a registered investment advisor at Commonwealth Financial Network, based in Saratoga Springs, NY, with 6 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
60 Railroad Place, Suite 104, Saratoga Springs, NY, 12866
Get directionsHistory
Regulatory History (4)
Financial
January 2019Financial
December 2017Financial
November 2017Financial
August 2017Other Business ActivitiesSells Insurance
Cory is self-employed in audio mixing and song writing, dedicating a few hours per week. Cory is also a Registered Assistant of Osaic Wealth, Inc. and a Client Services & Financial Planning Associate at Vahanian & Associates Financial Planning Inc., spending nearly full-time on these activities.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Vahanian & Associates Financial Planning INC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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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