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Kory Bryan Leadon is a financial advisor with Brighton Jones LLC. Kory is a Certified Financial Planner® professional with over 20 years of experience in the financial services industry. Kory's main focus is on providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Kory has been registered as an Investment Advisor Representative in Arizona since 2015. Prior to joining Brighton Jones, Kory was employed at Financial Network Investment Corporation in El Segundo, California.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
09/14/2015 - Present
Brighton Jones LLC (Scottsdale AZ)
CA
08/09/2000 - 05/26/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 08/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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