Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory McGrath is an active advisor, registered with both FINRA and the state of Massachusetts. Cory is a registered representative with LPL Financial LLC. Cory has been in the financial services industry since June 10, 2012 and has been associated with LPL Financial LLC since November 2022. Cory is a Series 6, 7, 63 and 66 licensed advisor. Cory is also registered as an Investment Advisor Representative with the state of Massachusetts. Previous to LPL Financial LLC, Cory was registered with Eaton Vance Distributors, Inc. Cory's office is located in Fort Mill, South Carolina and provides services to individual clients, high net worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
SC
01/11/2023 - Present
LPL Financial LLC (FORT MILL SC)
MA
05/03/2012 - 11/10/2022
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 05/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cory McGrath is the right advisor for you? Invested Better is here to help.
