Cory A. Marchbanks is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Vice President at LEXCO Wealth Management, Inc.
With 12 years of experience, Cory Marchbanks is a highly respected advisor with an industry-wide reputation for excellence. Using a uniquely developed approach combining both holistic and financial theories, Cory works to ensure that all aspects of a person’s financial life are included in his custom strategies. Cory believes being a fully independent advisor and his focus of simplifying the complex gives his clientele greater control and probability of success.
Cory holds a Bachelor of Science in Business Administration degree from the University of Missouri-Columbia and a Certificate in Financial Planning from DePaul University. Cory currently holds FINRA Series 7 with LPL Financial and Series 66 with LPL Financial and Lexco Wealth Management, and Life, Health, and Variable Contract insurance licenses. He is a member of the Financial Planning Association of Metro New York and previously served on the Executive Board of the National Association of Insurance and Financial Advisors (NAIFA) – Chicago Region Board of Directors.
Originally from St. Louis, and an avid golfer, Cory enjoys spending time with his wife and dog, hiking, and skiing in the mountains of Colorado.« BACK TO TEAM PAGE
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