Cory
Esposito
Lpl Financial LLC
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About this Advisor
Cory Esposito is a financial advisor based in Fort Mill, South Carolina, working with Lpl Financial LLC. Cory has previously held positions at Romano's Macaroni Grill, Cantina 1511, Carolina Courts, Charter Communications, UBS Financial Services Inc, The University of Alabama, and Lpl Financial LLC. Cory has passed the Series 66 regulatory exam and is registered to provide services in North Carolina, South Carolina, and Texas. Currently, Cory is part of Lpl Financial LLC, which operates out of Fort Mill, South Carolina. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Cory Esposito Work History
Lpl Financial LLC
Ubs Financial Services Inc
Charter Communications
Cantina 1511
Carolina Courts
Romano'S Macaroni Grill
The University Of Alabama
Disclosures
Please visit the SEC profile of Cory Esposito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Warsaw, IN
Bloomfield Hills, MI
Jefferson City, MO
Fresno, CA
Minneapolis, MN
Melville, NY
Ogden, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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