RC
RC

Reese Michael Corley

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
2,056 clients
Average Client Portfolio
$681K average
Assets Under Management
$1.4B

Fee Structure

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Location

1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Reese serves as an NCO/Squad Leader/SGT in the U.S. Army Reserves, dedicating about a quarter of their time to driving military vehicles and training soldiers. Reese also works as a soldier in the U.S. Army Reserves, spending about half their time on this role, including weekends, weekdays, and annual training.

Employment History
Current Registrations
Scarborough Capital Management
December 2024 - Present · 1 yr 2 mos
Independent Financial Group, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Independent Financial Group, LLC
November 2024 - November 2024 · 0 mos
Equitable Advisors, LLC
July 2020 - November 2024 · 4 yrs 4 mos
Equitable Advisors, LLCBroker
January 2020 - November 2024 · 4 yrs 10 mos
M&t Securities, INC.Broker
November 2019 - November 2019 · 0 mos
Foreside Fund Services, LLCBroker
September 2012 - December 2018 · 6 yrs 3 mos
First Investors CorporationBroker
March 2001 - September 2010 · 9 yrs 6 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.