Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory Budinger is a financial advisor with LPL Financial LLC, a firm that has over $50 billion in assets under management and over 1.9 million client accounts. Kory is registered with FINRA and in 27 states, including Arizona, California, Colorado, and Texas. Kory's employment history includes roles with Sagepoint Financial and New England Securities. Kory has been a registered advisor since 1994. Kory's experience and expertise are likely to be helpful for clients seeking investment advice and financial planning services.
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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AZ
03/09/2021 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
02/27/2014 - 02/25/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
07/21/1998 - 03/21/2014
NEW ENGLAND SECURITIES (PHOENIX AZ)
AZ
01/02/1996 - 07/06/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
10/06/1995 - 12/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CT
11/28/1994 - 10/04/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 12/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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