Corey King, financial advisor Rochester NY
89 score

Corey King

CRD Number: 6055320
Current Firm: Lincoln Financial Advisors Corporation

Corey King (CRD# 6055320) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rochester, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Rochester, NY Apr 2015 - Current 1
Axa Advisors, LLC New York, NY Aug 2013 - Apr 2015 1
Ps&e Plan To Prosper, Llc Inc. Brighton, NY Apr 2012 - Aug 2013 1
University Of Rochester Rochester, NY Aug 2009 - May 2013 3
Town Of Pomfret Pomfret, NY Jan 2007 - Dec 2009 2
Fredonia High School Fredonia, NY Aug 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Corey N. King
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • FL
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
89
Clean Record
This advisor has a clean track record with regulators.

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