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Corey Paul Frank

Allworth Financial, LP

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About Corey Paul Frank

Corey Paul Frank is a financial advisor with over 20 years of experience in the industry. Corey is a Certified Financial Planner® professional and is registered with Allworth Financial, LP. Corey has experience working with various clients, including individuals, families, and businesses. Corey specializes in financial planning, investment management, and retirement planning.

Firm Information

Corey Frank is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Corey Frank’s Registration & Firm History

MD

10/17/2023 - Present

Allworth Financial, LP (Bel Air MD)

MD

01/26/2022 - 11/13/2023

CHARLES SCHWAB & CO., INC. (Towson MD)

MD

12/09/2013 - 11/13/2023

TD AMERITRADE, INC. (Towson MD)

MD

01/15/2013 - 12/02/2013

BB&T INVESTMENT SERVICES, INC. (TIMONIUM MD)

MD

02/04/2004 - 12/31/2012

LASALLE ST SECURITIES, L.L.C. (LUTHERVILLE MD)

OH

05/12/2003 - 11/24/2003

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 10/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Paul Frank.
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