Corey Cacananta, financial advisor San Diego CA
90 score

Corey Cacananta

CRD Number: 5508959
Current Firm: Lpl Financial LLC

Corey Cacananta (CRD# 5508959) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Diego, CA Jan 2011 - Current 5
Lpl Financial San Diego, CA Sep 2008 - Jan 2011 2
Proven, Inc. San Diego, CA Feb 2008 - Sep 2008 < 1
Wells Fargo Bank, Na San Diego, CA Jul 2006 - Feb 2008 1
In-n-out Burger San Diego, CA Jun 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Corey M. Cacananta
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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

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