Corey N. Callaway
Professional summary
Corey Neil Callaway is a registered financial advisor currently at CALLAWAY FINANCIAL SERVICES located in Arlington, Texas.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Corey has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 53, Series 27, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Corey Neil Callaway's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2014 - Present
CALLAWAY FINANCIAL SERVICES
Office #1: 301 S Center St Suite 420, Arlington, TX 76010August 22, 2000 - June 23, 2020
BOURNEHILL INVESTMENT SERVICES, INC.
June 8, 1998 - September 13, 2000
NORTHSTAR SECURITIES, INC.
March 24, 1994 - December 9, 1998
DOMINION CAPITAL CORPORATION
October 29, 1987 - April 5, 1994
ROBERT W. BAIRD & CO. INCORPORATED
October 29, 1987 - April 5, 1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 26, 1987 - March 4, 1987
CALES INVESTMENTS, INC.
May 29, 1986 - December 31, 1987
CONSECO FINANCIAL SERVICES, INC.
January 30, 1986 - November 13, 1987
INVESTORS DISCOUNT BROKERAGE,INC.
August 9, 1985 - February 24, 1986
FSC SECURITIES CORPORATION
August 22, 1984 - August 12, 1985
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2014)
Exams
Series 8
Date: 5/23/1988
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
CALLAWAY FINANCIAL SERVICES
CRD#: 172117 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 225 |
| AUM (Assets Under Management) | $ 20,624,066 |
Red Flags
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