Chfc Cory Walton Clu Cpfa Nqpc Tm Email & Phone Number | As a financial representative at Pangea Financial Group my focus involves two distinct roles. I have a dedicated approach to working with my clients helping them accumulate, protect, distribute, and transfer their wealth using fundamental financial and risk management strategies. Secondly, I am diligent in designing comprehensive financial strategies for business owners regarding business succession, continuation, and compensation programs for themselves and their key employees. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I will work with you and your tax and legal advisers to help you select the most appropriate product strategies to suit your specific needs and circumstances. Securities and Advisory services offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.pangea.us.

Chfc Cory Walton Clu Cpfa Nqpc Tm

As a financial representative at Pangea Financial Group my focus involves two distinct roles. I have...
Miami, Florida, United States

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Chfc Cory Walton Clu Cpfa Nqpc Tm’s Email cwalton@pangeafg.com

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Chfc Cory Walton Clu Cpfa Nqpc Tm’s Location Miami, Florida, United States

Chfc Cory Walton Clu Cpfa Nqpc Tm’s Current Industry Lpl Financial Pangea Financial

Chfc Cory Walton Clu Cpfa Nqpc Tm’s Prior Industry Invest Financial | New England Financial A Metlife | Ing Financial Partners

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LPL Financial Advisor

2018-02-01 00:00:00 - Present

Co-Founder

2010-01-01 00:00:00 - Present

Financial Advisor, Investment Adviser Representative, and Registered Representative

2012-03-01 00:00:00 - 2018-02-01 00:00:00

Financial Advisor, Investment Adviser Representative, and Registered Representative

2008-12-01 00:00:00 - 2012-03-01 00:00:00

Financial Advisor, Investment Adviser Representative, and Registered Representative

2006-05-01 00:00:00 - 2008-12-01 00:00:00

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Chfc Cory Walton Clu Cpfa Nqpc Tm is a As a financial representative at Pangea Financial Group my focus involves two distinct roles. I have a dedicated approach to working with my clients helping them accumulate, protect, distribute, and transfer their wealth using fundamental financial and risk management strategies. Secondly, I am diligent in designing comprehensive financial strategies for business owners regarding business succession, continuation, and compensation programs for themselves and their key employees. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I will work with you and your tax and legal advisers to help you select the most appropriate product strategies to suit your specific needs and circumstances. Securities and Advisory services offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.pangea.us.

Chfc Cory Walton Clu Cpfa Nqpc Tm currently works in the Lpl Financial | Pangea Financial |

Chfc Cory Walton Clu Cpfa Nqpc Tm has prior
experience in the following industries:
Invest Financial | New England Financial A Metlife | Ing Financial Partners

Chfc Cory Walton Clu Cpfa Nqpc Tm has the following professional experience:
Lpl Financial | Pangea Financial | Invest Financial | New England Financial A Metlife | Ing Financial Partners