Corey Zurcher, financial advisor Portland OR
90 score

Corey Zurcher

CRD Number: 6045573
Current Firm: Lincoln Financial Advisors Corporation

Corey Zurcher (CRD# 6045573) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Portland, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Portland, OR Jul 2015 - Current 1
Edward Jones St Louis, MO Apr 2012 - Jul 2015 3
Scil Animal Care Gurnee, IL Jan 2012 - Apr 2012 < 1
Wy East Medical Clackamas, OR Dec 2010 - Jan 2012 1
Coloplast Minneapolis, MN Jan 2010 - Oct 2010 < 1
Arjo Inc. Roselle, IL Sep 2006 - Jan 2010 3
Medline Ind. Mundelein, IL May 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Corey D. Zurcher
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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