Corey Fanning
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJun 2026 to now
- Texas First BankMar 2025 to Jun 2026
- RandallsJan 2025 to Mar 2025
- DoordashMay 2024 to Jan 2025
- Oak Wealth ManagementMay 2023 to Aug 2023
- Your Wealth GuardianMay 2022 to Aug 2022
- Rick's Beach RentalsMay 2021 to Aug 2021
- Texas Tech UniversityAug 2020 to May 2024
- North Star Information LPMay 2019 to May 2020
- PokeworksNov 2018 to Sep 2019
- Five BelowJun 2018 to Nov 2018
- Clear Creek High SchoolJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7564331
- Firm CRD
- 6413