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EC

Earl F. Correll

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CRD#: 54518
EC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Earl Franklin Correll JR, who also goes by Frank Correll, was a registered financial professional .

Earl is a previously registered financial professional and started their career in finance in 1970. Earl had worked at 10 firms and has passed the Series 63, SIE, Series 1, Series 53, Series 4, Series 24, Series 27 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank Correll

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 10, 1998 - April 18, 2018

CORRELL CO. INVESTMENT SERVICES CORP.

RIA
CRD#: 38995
HICKORY HILLS, IL
Past

May 17, 1996 - April 18, 2018

CORRELL CO. INVESTMENT SERVICES CORP.

BD
CRD#: 38995
HICKORY HILLS, IL
Past

July 7, 1989 - September 3, 1996

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

October 31, 1986 - March 11, 1991

CORRELL CO. INVESTMENT SERVICES CORP.

BD
CRD#: 17846
Past

June 25, 1979 - December 16, 1985

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
Past

March 7, 1978 - October 27, 1978

HAV-SECURITIES CORPORATION

BD
CRD#: 7319
Past

February 20, 1974 - July 5, 1978

USLIFE EQUITY SALES CORP

BD
CRD#: 6815
Past

July 3, 1973 - February 20, 1974

OLD LINE INVESTMENT SALES COMPANY, INC

BD
CRD#: 4700
Past

June 15, 1973 - August 20, 1973

INDEPENDENT SECURITIES CORPORATION

BD
CRD#: 262
Past

January 22, 1973 - June 15, 1973

EQUITY FUNDING SECURITIES CORP

BD
CRD#: 1000003
Past

September 18, 1970 - May 6, 1972

LINCOLN NATL INVESTMENT MGMT C MANAGEMENT COMPANY

BD
CRD#: 3347

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/5/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/12/1964
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 9/16/1970
General Securities Principal Examination

Current Firm


CI
CORRELL CO. INVESTMENT SERVICES CORP.
CORRELL CO. INVESTMENT SERVICES CORP. | CORRELL CO. INVESTMENT SERVICES CORP.

CRD#: 38995 / SEC#: 801-42789, 8-48507

RIA
Registered Investment Advisory firm - SEC (6/25/2002 Terminated)
Illinois
Registered Investment Advisory firm - SEC (4/22/2002 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
9655 South 78th Avenue, Hickory Hills, IL 60457
Mailing Address
9655 South 78th Avenue, Hickory Hills, IL 60457-2211
Phone number
(708) 599-2900
Established
Illinois since 12/26/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CORRELL, EARL FRANKLIN IIISHAREHOLDER3151321
CORRELL, JAMES CHARLESSHAREHOLDER & CHIEF EXECUTIVE OFFICER2728531
CORRELL, MELODY NICOLECHIEF FINANCIAL OFFICER/FINOP & CHIEF COMPLIANCE OFFICER2256664
LUCENTE, DEBRA JEANSECRETARY2644948

Regulatory assets under management


Total Number of Accounts71
AUM (Assets Under Management)$ 233,300,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CORRELL CO. INVESTMENT SERVICES CORP.

CRD#: 38995

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