Cory William Lobell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 03/2026
  Edward Jones
  St Louis, MO
• 03/2026 → Present
  Lpl Financial Llc
  New Orleans, LA

Previous Registrations

• 2013-02-04 → 2026-03-19
  Edward Jones
  St Louis, MO
  Harahan, LA
  Metairie, LA
  Metairie, LA

Other Businesses

1. 03/2026 - Retirement Planning Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 170 Hrs/Mth/ During Trading - Start Date 3/16/2026 2. 03/2026 - Lobell Wealth Architecturer - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 170 Hrs/Mth / During Trading - Start Date 3/16/2026 3. 03/2026 - SneauxDaze, LLC - Real Estate Rental - Investment Related - Steamboat Springs, CO - 0 Hrs/Mth/ During Trading - Start Date 02/19/2025 4. 03/2026 - King Louie's Hardware, LLC. - Business Owner - Not Investment Related - River Ridge, LA - 20 Hrs/Mth / 0 Hrs During Trading - Start Date 01/01/2024 5. 03/2026 - CDL Condo Properties - Real Estate Rental - Investment Related - Steamboat Springs, CO - 0 Hrs/Mth / During Trading - Start Date 12/13/2021 6. 03/2026 - CDL Joy Property - Real Estate Rental - Investment Related - River Ridge, LA - 0 Hrs/Mth/ During Trading - Start Date 08/05/2021 7. 03/2026 - SneauxLa LLC - Real Estate Rental - Investment Related - Steamboat Springs, CO - 0 Hrs/Mth/ During Trading - Start Date 08/06/2021 8. 03/2026 - SneauxLa Lite LLC - Real Estate Rental - Investment Related - Steamboat Springs, CO - 0 Hrs/Mth/ During Trading - Start Date 09/21/2023 9. 03/2026 - King Louie's Property, LLC. - Real Estate Rental - Investment Related - River Ridge, LA - 0 Hrs/Mth/ During Trading - Start Date 10/19/2024 10. 06/05/2026 - Lobell Wealth, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09

Other Names

• Cory Lobell