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Christopher Corley

Stonex Advisors INC.
24 Years of Experience
Mobile, AL
1 DisclosureBroker
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Christopher Corley is a registered investment advisor at Stonex Advisors INC., based in Mobile, AL, with 24 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.

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

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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 4 mos
Stonex Securities INC.Broker
April 2010 - Present · 16 yrs 6 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 Registrations17 states
ALCADCFLGAIDLAMDMIMSNCNMNYTNTXVAWA
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.
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