Cory Thompson is a registered investment advisor at LPL Financial LLC, based in Columbia, SC, with 1 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
2711 Middleburg Dr Ste 313C, Columbia, SC, 29204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cory operates By Design Wealth Management as a DBA for his LPL business. He also works for Frank's Ice LLC (Boulineaus) in North Myrtle Beach, dedicating about a quarter of his time to this non-investment related, outside employment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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