Cory Summers (CRD# 4903871) is an Investment Advisor Representative working at Lpl Financial LLC in Corpus Christi, TX and has over 18 years of experience in the finance industry. Cory Summers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Corpus Christi, TX | Aug 2021 - Current | 2 |
| Corpus Christi Financial Group, LLC | Corpus Christi, TX | Oct 2013 - Current | 10 |
| Freedom Property Management | Fort Worth, TX | Jun 2010 - Current | 13 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Aug 2021 | < 1 |
| Voya Financial Advisors | Corpus Christi, TX | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners, Inc. | Corpus Christi, TX | Apr 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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