Corey Callaway
Corey Callaway is a registered investment advisor at Callaway Financial Services, based in Arlington, TX, with 41 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 232 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Callaway Financial Services charges a quarterly fee on the value of your investments. The fee ranges from 0.0625% to 0.75% per quarter, which is 0.25% to 3% per year. The fees are negotiable based on the amount you invest, the expected level of activity, and the difficulty of providing services.
Location
301 S Center St, Suite 420, Arlington, TX, 76010
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Regulatory History (1)
Regulatory
May 2011Other Business ActivitiesSells Insurance
Corey is a Managing Member of CFS Advisors LLC, an investment advisory firm, dedicating about half of his time. He is also President of CFS Holdings, Inc., an insurance agency, spending minimal time, and owns 15% of Arlington Today Magazine, spending a few hours per week.
Employment History
Current Registrations
Callaway Financial Services
Previous Registrations
Callaway Financial Services, INC.Broker
Northstar Securities, INC.Broker
Dominion Capital CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
North Texas Asset Management, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Investors Discount Brokerage,inc.Broker
Fsc Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.