Cory Edmond Marlow
Investment adviser representative at LPL Financial LLC
4 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
4 years in the industry.
- LPL Financial, LLCAug 2019 to now
- Porter Township SupervisorMay 2016 to now
- Raymond James Financial Services, Inc.Jul 2019 to Aug 2019
- Windor InsuranceMar 2017 to Aug 2019
- Bacon Hill Kitchen and PubMay 2015 to May 2021
- Raymond James Financial Services Advisors Inc.Mar 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 4826722
- Firm CRD
- 6413