Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Dale Summers is a financial advisor with LPL Financial LLC in CORPUS CHRISTI, TX. Cory has been in the industry since May 2006. Cory is a Certified Financial Planner™ professional, and has passed the Series 63, Series 66, Series 7, SIE and Series 24 exams. Cory is registered to provide investment advice in several states. Cory has been previously registered with Edward Jones, TD Ameritrade, Inc., IMS Securities, Inc., Realty Capital Securities, LLC, Priority Capital Investments, LLC, VALIC Financial Advisors, Inc., Charles Schwab & Co., Inc., VOYA FINANCIAL ADVISORS, INC., and CETERA ADVISOR NETWORKS LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/27/2021 - Present
LPL Financial LLC (CORPUS CHRISTI TX)
TX
06/09/2021 - 09/15/2021
CETERA ADVISOR NETWORKS LLC (CORPUS CHRISTI TX)
TX
04/01/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CORPUS CHRISTI TX)
TX
10/05/2011 - 04/17/2013
CHARLES SCHWAB & CO., INC. (CORPUS CHRISTI TX)
TX
05/26/2011 - 09/30/2011
VALIC FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
10/05/2010 - 02/08/2011
PRIORITY CAPITAL INVESTMENTS, LLC (MAGNOLIA TX)
TX
01/04/2010 - 10/15/2010
REALTY CAPITAL SECURITIES, LLC (GRAPEVINE TX)
TX
10/15/2008 - 10/16/2009
IMS SECURITIES, INC. (GRAPEVINE TX)
TX
11/07/2007 - 10/09/2008
TD AMERITRADE, INC. (FORT WORTH TX)
TX
11/08/2005 - 10/30/2007
EDWARD JONES (COLLEYVILLE TX)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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