Cory Leckie, financial advisor Corona CA

Cory Leckie

CRD Number: 6337940
Current Firm: Strategic Wealth Advisors Group

Cory Leckie (CRD# 6337940) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Corona, CA and has over 7 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
Strategic Wealth Advisors Group, LLC Corona, CA Oct 2016 - Current 5
Lpl Financial, LLC Corona, CA Mar 2016 - Current 5
Wealthplan Partners Omaha, NE Aug 2016 - Dec 2016 < 1
Trilogy Financial Services, Inc. Irvine, CA May 2014 - Mar 2016 1
National Planning Corporation Irvine, CA May 2014 - Mar 2016 1
University Of The Pacific Stockton, CA Nov 2013 - May 2014 < 1
University Of The Pacific Stockton, CA Aug 2010 - May 2014 3
Diamond Star Newport Beach, CA May 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Cory J. Leckie
Phone Number: 650-571-1934
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,376
    MILLIONS
  • Total Number of Accounts
    24,840
    ACCOUNTS
  • Average Account Value
    $256,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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