Corey James Ford
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCApr 2025 to now
- Torchy's TacosMay 2023 to Aug 2023
- The Vanguard Group, Inc.Dec 2021 to Mar 2025
- Snooze EateryFeb 2021 to Dec 2021
- Nylife Securities LLCDec 2020 to Nov 2021
- New York Life Insurance CompanyJun 2020 to Nov 2021
- Snooze EateryFeb 2020 to Nov 2020
- Sanchos Cantina and CocinaAug 2018 to Jul 2020
- UnemployedJun 2018 to Aug 2018
- Champion K9 CompanionsNov 2017 to Jun 2018
- Buddy's Home FurnishingOct 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7255924
- Firm CRD
- 6413