Cory Wilcox-Vasquez (CRD# 6695445) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, FL and has over 7 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Jacksonville, FL | Feb 2019 - Current | 5 |
| Vystar Credit Union | Jacksonville, FL | Dec 2017 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- FL
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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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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