Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Lane Robinson is a registered representative with LPL Financial LLC and has been in the industry since January 6, 2014. Cory Robinson has been registered with LPL Financial LLC since February 14, 2018 and is currently registered with the state of Georgia as an Investment Advisor Representative. Cory Robinson previously worked with Invest Financial Corporation in Duluth, Georgia. In addition to Cory Robinson's role as a registered representative, Cory Robinson is also the owner of Cory L Robinson CPA PC, an accounting and tax preparation firm, and has a variety of other business interests. Cory Robinson holds a Series 66, Series 7 and SIE license.
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
GA
02/14/2018 - Present
LPL Financial LLC (BUFORD GA)
GA
01/06/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (DULUTH GA)
BOTH
Issued 10/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cory Robinson is the right advisor for you? Invested Better is here to help.
