Corey M. Lashells

ANCHOR FINANCIAL

Tacoma, WA 98406

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CRD#: 6419778

Professional summary

Corey Michael Lashells, who also goes by Corey M Lashells, is a registered financial advisor currently at ANCHOR FINANCIAL located in Tacoma, Washington.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Corey has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey M Lashells

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. THE MEDICARE EXCHANGE; INV RELATED; 6004 WESTGATE BLVD SUITE 120, TACOMA, WA 98406; INSURANCE; BRANCH MANAGER/INSURANCE PRODUCER; START 11/2014; 80 HOURS PER MONTH; 30 HOURS DURING SECURITIES TRADING HOURS; MANAGE AND TRAIN AGENTS - EDUCATE AND PROVIDE INSURANCE SERVICES TO CLIENTS. 2. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD, SUITE 120, TACOMA, WA 98406; FINANCIAL SERVICES; MEMBER; START 07/2019; NAME USED FOR SECURITIES BUSINESS. 3. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD SUITE 120, TACOMA, WA 98406; RIA; MANAGING PARTNER, IAR; START 01/2021; 80 HOURS PER MONTH; 80 HOURS DURING SECURITIES TRADING HOURS; MANAGING PARTNER AND PROVIDE ADVISORY SERVICES TO CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Michael Lashells's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 21, 2021 - Present

ANCHOR FINANCIAL

Office #1: 6004 Westgate Blvd. Suite 120, Tacoma, WA 98406Office #2: 19031 133rd Ave W Suite 314, Lynwood, WA 98036

RIA

CRD#: 310081

Tacoma, WA

Past

July 27, 2020 - November 5, 2021

GRADIENT SECURITIES, LLC

CRD#: 127701

Tacoma, WA

Past

February 11, 2019 - July 24, 2020

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

Tacoma, WA

Past

February 11, 2019 - July 24, 2020

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

Tacoma, WA

Past

June 27, 2016 - February 13, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

TACOMA, WA

Past

January 13, 2015 - February 13, 2019

QUESTAR CAPITAL CORPORATION

CRD#: 43100

TACOMA, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/13/2022)

IAR

Washington
(1/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/29/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/13/2015

General Securities Representative Examination

Current Firm

ANCHOR FINANCIAL

ANCHOR FINANCIAL | ANCHOR FINANCIAL LLC

CRD#: 310081 / SEC#:

Texas

Registered Investment Advisory firm - (10/11/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (1/21/2021 Approved)

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Contact information

Main Address

6004 Westgate Blvd. Suite 120, Tacoma, WA 98406

Mailing Address

Phone number

(888) 824-0327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 6,985,432

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Corey M. Lashells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Michael Lashells's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR FINANCIAL

GRADIENT SECURITIES, LLC

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2016

Series 63

Date: 1/29/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/13/2015

Current Firm

ANCHOR FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANCHOR FINANCIAL

TRUST BUT VERIFY

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