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Christopher Corley

24 Years of Experience
Mobile, AL
1 DisclosureBroker

Christopher Corley is a registered investment advisor at Stonex Advisors INC., based in Mobile, AL, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
244 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Annual Fee:$200

StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.

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Location

3775 B Professional Parkway, Mobile, AL, 36609

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Settled
Other Business Activities

Christopher is the owner of Corley Wealth Management, formed to operate as an independent financial advisor, but spends no time on it. He also serves as an advisor to teachers and students at Mary G. Montgomery High School, spending minimal time discussing business and career skills.

Employment History
Current Registrations
Stonex Advisors INC.
June 2016 - Present · 10 yrs 1 mo
Stonex Securities INC.Broker
April 2010 - Present · 16 yrs 3 mos
Previous Registrations
Sterne Agee Asset Management, INC.
May 2010 - June 2016 · 6 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - April 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - April 2010 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.
March 2002 - January 2008 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - January 2008 · 6 yrs
Salomon Smith Barney INC.Broker
November 2001 - January 2002 · 2 mos
State Registrations15 states
ALCAFLGAIDLAMIMSNCNMNYTNTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Corley - Financial Advisor | TrueAdvisor