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Cory Martin Lansinger

Advisor at Truist Advisory Services — Westminster, MD

Updated today

Credentials

Series 66

Experience

23 years

Location

Westminster, MD 21157

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,944

Across 643 offices

Clients per advisor

65 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Cory Lansinger is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2004. Prior to his current role, he was associated with Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Westminster, MD

401 Englar Rd

Westminster MD 21157

Advisors at this office

1

Most active in

Maryland

Work history

23 years of industry experience

Truist Advisory Services

2021 - Present • 5 years

Atlanta, GA

Truist Investment Services, INC.

2021 - Present • 5 years

Eldersburg, MD

Bb&T Securities, Llc

2018 - 2021 • 3 years

Taneytown, MD

BB&T Investment Services, Inc.

2004 - 2021 • 17 years

Charlotte, NC

Ameriprise

2002 - 2002 • 1 year

Owings Mills, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Daryan L

CFP®, Series 63

Glyndon, MD

Lenz Integrity Financial

Daryan Lenz is a CFP®-designated financial advisor with 15 years of industry experience. He is the sole advisor at Lenz Integrity Financial, an independent firm he has been affiliated with since 2016. Lenz Integrity Financial serves individual, high-net-worth, and charitable organization clients, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines modern portfolio theory with other strategies such as technical analysis, model allocations, and option strategies, typically using exchange-traded funds and model portfolios.

Active portfolio management
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gramel Capital since 2008, following previous roles at Ameriprise Financial Services and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm employs a generally conservative investment strategy based on fundamental security analysis, tailored to each client’s financial situation and risk tolerance.

General tax planning Wealth management Passive / index investing
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Thomas R

Series 63, Series 65

Owings Mills, MD

Pine Tree Financial Services, Inc.

Thomas Reilly is a financial advisor at Pine Tree Financial Services, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. He has been associated with Pine Tree Financial Services, Inc. since 1982. Pine Tree Financial Services, Inc. is an independent registered investment adviser that manages balanced equity and fixed-income portfolios for individuals and small businesses. The firm emphasizes investing in companies with durable revenue streams and growing profitability, manages all accounts on a non-discretionary basis, and serves a client base that includes significant non-U.S. exposure.

Active portfolio management
user avatar

D'urville C

Series 65

Reisterstown, MD

DAC Financial Advisors, Inc.

D'urville Christopher Sr. is affiliated with DAC Financial Advisors, Inc. and holds a Series 65 credential. He has experience working with various organizations, including American Military University, Purdue Global Law School, and the U.S. Navy, where he served for 24 years. He is also involved with One Christopher Group, Inc. and World Financial Group Insurance Agency. DAC Financial Advisors, Inc. is a fee-based registered investment adviser that provides portfolio advisory, financial planning, and consulting services to individuals, families, trusts, retirement plans, and other entities. The firm focuses on non-discretionary portfolio oversight, recommending independent third-party investment managers, and offering flexible financial planning arrangements.

Wealth management
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Shaun B

Series 66

Westminster, MD

Alton Point Advisors, LLC

Shaun Blakeslee is a financial advisor at Alton Point Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and PNC Investments. Outside of advising, he hosts an educational and entertainment podcast covering topics such as money, business, entrepreneurship, and finance. Alton Point Advisors, LLC is a small, independent firm founded in 2022 that provides discretionary asset management and hourly financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment strategies and conducts quarterly reviews for rebalancing and tax-loss harvesting.

General retirement planning Income planning Options & derivatives strategies
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Gregory R

Series 65

Westminster, MD

Wealth Builders Financial Group LLC

Gregory Rhines is a financial advisor with Wealth Builders Financial Group LLC in Westminster, MD. He holds a Series 65 designation and has 21 years of experience in the industry. He has been with Wealth Builders Financial Group since 2005 and has operated Wealth Builders, Inc. since 1992. Outside of his advisory role, he serves as president of Wealth Builders CPA & Consultants, a management position he has held since 1992. Wealth Builders Financial Group is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts and estates, and corporate/business entities. The firm uses fundamental security analysis and primarily recommends mutual funds for diversification, managing approximately $38 million in assets for nearly 500 clients.

General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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