Cory Sickles (CRD# 6319909) is an Investment Advisor Representative working at Safe Harbor Wealth Advisors, LLC in Dublin, OH and has over 10 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safe Harbor Health, LLC | Dublin, OH | Jun 2019 - Current | 4 |
| Safe Harbor Wealth Advisors, LLC | Dublin, OH | Jul 2016 - Current | 7 |
| Safe Harbor Retirement Group, LLC | Dublin, OH | Feb 2012 - Current | 12 |
| Gradient Investments, LLC | Arden Hills, MN | Apr 2020 - Apr 2024 | 4 |
| Safe Harbor Wealth Management, LLC | Dublin, OH | Apr 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- OH
- TX
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts862ACCOUNTS
-
Average Account Value$117,874
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, OH, SC, TX
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