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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory Christiaan Lackey is a registered investment advisor representative with Cloud Capital in Seattle, Washington. Kory is an experienced advisor with over 20 years in the industry. Kory specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles. Kory has been registered with the state of Washington since April 2024 and is currently active. Kory is Series 65 licensed. Kory has experience working with both high-net-worth individuals and individuals other than high-net-worth. Kory has a long history of working with various firms including Kibble & Prentice Holding Company, Columbia Pacific Wealth Management, and CI Columbia Pacific Private Wealth.
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.
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.
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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WA
04/12/2024 - Present
Cloud Capital (SEATTLE WA)
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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