CC
CC

Corey Neil Callaway

41 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
225 clients
Average Client Portfolio
$92K average
Assets Under Management
$20.6M

Fee Structure

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Location

301 S Center St, Suite 420, Arlington, TX, 76010

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History

Regulatory History (1)
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Regulatory
May 2011
Final
Other 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
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Callaway Financial Services, INC.Broker
August 2000 - June 2020 · 19 yrs 10 mos
Northstar Securities, INC.Broker
June 1998 - September 2000 · 2 yrs 3 mos
Dominion Capital CorporationBroker
March 1994 - December 1998 · 4 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 1987 - April 1994 · 6 yrs 6 mos
Northwestern Mutual Investment Services, INC.Broker
October 1987 - April 1994 · 6 yrs 6 mos
North Texas Asset Management, INC.Broker
February 1987 - March 1987 · 1 mo
Philadelphia Life Asset Planning CompanyBroker
May 1986 - December 1987 · 1 yr 7 mos
Investors Discount Brokerage,inc.Broker
January 1986 - November 1987 · 1 yr 10 mos
Fsc Securities CorporationBroker
August 1985 - February 1986 · 6 mos
H.D. Vest Investment Securities, INC.Broker
August 1984 - August 1985 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.