Cory A Thompson
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCJun 2024 to now
- The Reserve At Lake KeoweeAug 2023 to May 2024
- Clemson UniversityAug 2021 to May 2024
- Boulineaus (frank's Ice LLC)Jun 2021 to Aug 2022
- Tri-county Technical CollegeAug 2020 to May 2021
- Midtown BistroJun 2019 to Aug 2019
- Daisy Cotton Kitchen Co. (ledo Pizza)Jun 2018 to Aug 2018
- Academy of Arts Science & TechnologyAug 2016 to Aug 2020
- Unemployed & Grade School StudentAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7748561
- Firm CRD
- 6413