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Cory Mcnulty

18 Years of Experience
Fort Worth, TX
BrokerSells Insurance

Cory Mcnulty is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Worth, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1208 W. Magnolia Ave, Suite 226, Fort Worth, TX, 76104

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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 ActivitiesSells Insurance

Cory is involved in several businesses, including consulting, accounting/CPA work, and rental real estate. He also works as an agent for non-variable insurance through McNulty Financial Strategies, Inc., dedicating a few hours per week to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Raymond James Financial Services
February 2008 - January 2009 · 11 mos
State Registrations15 states
AZCACOFLGAILKYMAMENHNMOKPARITX
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.