Corey Callaway
Advisor at Callaway Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Callaway Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Callaway Financial Services
Location
Arlington, TX 76010
Credentials
Series 63
Industry experience
41 years
Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 41 years of industry experience. He has been involved with Callaway Financial Services and related entities since 2000. Outside of his advisory work, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services provides portfolio management, financial planning, pension consulting, and third-party manager solicitation to a diverse client base including individuals, institutions, and charitable organizations. The firm employs an active, momentum-based investment approach using multiple analytical methods and offers both discretionary and non-discretionary supervisory services.
Based on Callaway Financial Services
Based on Callaway Financial Services
Flat fee, negotiable based on expected difficulty and length of engagement
0.0625% quarterly (0.25% annually) to 0.75% quarterly (3.0% annually), negotiable based on assets and other factors
$175 per hour for specific investment advisory services, negotiable
Fee-only: Hourly fee of $175 per hour for specific investment advisory services on a per project basis, negotiable; Flat fees also offered, negotiable based on engagement
301 S Center St, Suite 420
Arlington, TX 76010
Texas
CFS Advisors LLC dba Callaway Financial Services
2014 - Present (12 years)
Callaway Financial Services
2000 - 2016 (16 years)
Callaway Insurance Agency
2000 - Present (26 years)
Callaway Financial Services, Inc.
2000 - Present (26 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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