Cory Lee Grandel
Investment adviser representative at LPL Financial LLC
30 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- LPL Financial LLCJul 2021 to now
- S 4 UJan 2020 to Jul 2021
- Cory Grandel, Temporary Water Line LeaseSep 2015 to Dec 2018
- Pennslyvania State Treasurer AssociationMar 2015 to Jul 2021
- United Way of Greene CountyJan 2015 to Dec 2018
- Cory L Grandel LLCDec 2013 to Jul 2021
- County of GreeneJan 2004 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesJan 1997 to Jul 2021
- Waddell & Reed, Inc.Nov 1996 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2817226
- Firm CRD
- 6413