Advisor at Anchor Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Anchor Financial
Location
Lynwood, WA 98036
Credentials
Series 63, Series 65
Industry experience
11 years
Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.
Based on Anchor Financial
Based on Anchor Financial
Client Directed Accounts have a flat fee of $300 annually charged by Gradient Investments, LLC; additionally, a $15 quarterly technology fee is charged per account or investment strategy.
$0 - $250,000: 1.2% annually $250,001 - $500,000: 1.0% annually $500,001 - $750,000: 0.8% annually $750,001+: 0.6% annually
Representatives may receive commissions on insurance products sold through The Medicare Exchange; commissions are separate from advisory fees.
19031 133rd Ave W, Suite 314
Lynwood, WA 98036
Texas · Washington
Anchor Financial LLC
2020 - Present (6 years)
Anchor Financial LLC
2020 - 2024 (4 years)
Gradient Securities, LLC
2020 - 2021 (1 year)
Packerland Brokerage Services
2019 - 2020 (1 year)
Questar Asset Management
2016 - 2019 (3 years)
Questar Capital Corporation
2015 - 2019 (4 years)
The Medicare Exchange
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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