Shawn Corkery is a CFP-designated registered investment advisor, based in Newbury Park, CA, with 4 years of industry experience.
Location
3323 Old Conejo Road, Newbury Park, CA, 91320
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn works full-time as an Investment Advisor Representative (IAR) with Kestra Advisory Services and as a Registered Representative (RR) with Financial Pointe. He also owns Genesis Training, a health coaching and training business, dedicating about 10-20% of his time, and spends minimal time as an educator for Retirement Planning Today and White Glove.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations29 states
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