Cory Joseph Leckie

Current Employers

Employment History

• 03/2016 → 08/2025
  Lpl Financial, Llc
  Corona, CA
• 08/2016 → 12/2016
  Wealthplan Partners
  Omaha, NE
• 10/2016 → 08/2025
  Mariner Independent Advisor Network, Llc
  Corona, CA
• 08/2025 → Present
  Osaic Wealth
  Corona, CA

Previous Registrations

• 2016-11-01 → 2025-09-03
  Mariner Advisor Network
  Corona, CA
• 2017-06-13 → 2021-07-12
  Lpl Financial Llc
  Corona, CA
  Corona, CA
  Long Beach, CA
• 2016-08-29 → 2016-12-06
  Wealthplan Partners
  Corona, CA

Other Businesses

1. SIMPLIFIED WEALTH MANAGEMENT POSITION: Wealth Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 06/15/2021 ADDRESS: 391 N. Main Street, Suite 107, Corona CA 92879 DESCRIPTION: Act as a financial advisor for my clients 2. THE G & D LECKIE TRUST POSITION: Executor NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2016 ADDRESS: 5335 E Peabody St, Long Beach CA 90808 DESCRIPTION: Executor of a living trust for my parents 3. NEXT CHAPTER WEALTH MANAGEMENT POSITION: Founder NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/27/2026 ADDRESS: 3780 Kilroy Airport Way, Suite 200, Long Beach CA 90806, United States DESCRIPTION: It will be used to promote my financial services brand and be focused on my niche for clients/potential clients. Act as financial advisor for my clients. 4. SWM IN CORONA INSURANCE SERVICES POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/23/2021 ADDRESS: 391 N. Main Street #107, Corona CA 92878, United States DESCRIPTION: Insurance agency for our DBA to write life and LTC insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-15
• S63 Uniform Securities Agent State Law Examination
  2014-06-09

Designations

Other Names

• Cory Leckie