1. Wealthminder
  2. Tarrytown, NY
Cory Marchbanks, financial advisor Tarrytown NY

Cory Marchbanks

CRD Number: 5557279
Current Firm: Lpl Financial LLC

Cory Marchbanks (CRD# 5557279) is an Investment Advisor Representative working at Lpl Financial LLC in Tarrytown, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lexco Wealth Management, Inc. Tarrytown, NY Dec 2020 - Current 3
Lpl Financial LLC Tarrytown, NY Nov 2020 - Current 3
Tiaa New York, NY Mar 2017 - Oct 2020 3
Tiaa-cref Individual & Institutional Services, LLC New York, NY Mar 2017 - Oct 2020 3
Voya Financial Advisors Central Valley, NY Jan 2011 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Cory A. Marchbanks
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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