Corey KingCRD 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|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|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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