Cory Wilcox-Vasquez, financial advisor Jacksonville FL

Cory Wilcox-Vasquez

CRD Number: 6695445
Current Firm: Lpl Financial LLC

Cory Wilcox-Vasquez (CRD# 6695445) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Jacksonville, FL Feb 2019 - Current 2
Vystar Credit Union Jacksonville, FL Dec 2017 - Current 3
Unemployed Jacksonville, FL Oct 2017 - Nov 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Aug 2016 - Sep 2017 1
Vast Bridges Jacksonvile, FL Nov 2015 - Aug 2016 < 1
Convergys Jacksonville, FL Aug 2015 - Nov 2015 < 1
Unemployed Jacksonville, FL Mar 2015 - Jul 2015 < 1
Adt Security Company Jacksonville, FL Oct 2012 - Feb 2015 2
Vito's Pizzeria Orange Park, FL Mar 2007 - Oct 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Cory R. Wilcox-Vasquez
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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