Cory M Gresham
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Financial LLCAug 2023 to now
- Woodbury Financial Services IncJun 2021 to Jul 2023
- LPL Financial LLCNov 2020 to Jun 2021
- First State BankJul 2020 to Jun 2021
- J.P. Morgan Securities LLCJan 2020 to Jul 2020
- JPMorgan Chase Bank, N.A.Jan 2020 to Jul 2020
- Gogebic Range BankJul 2019 to Dec 2019
- State FarmJun 2019 to Jul 2019
- The Huntington Investment CompanyFeb 2017 to Jun 2019
- LPL Financial LLCSep 2016 to Feb 2017
- Huntington National BankAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4953923
- Firm CRD
- 6413