CM
CM
Cory Mccune is a registered investment advisor, based in Fort Worth, TX, with 17 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2900 Wingate Street #100, Fort Worth, TX, 76107
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Regulatory History (1)
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Criminal
May 2002Final Disposition
Other Business ActivitiesSells Insurance
Cory owns real estate and acts as a landlord, dedicating minimal time to this activity. He also works full-time as an advisor at McCune Whiteley Wealth Management and as an IAR with Kestra Advisory Services LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
August 2024 - Present · 2 yrs 2 mos
Kestra Investment Services, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Principal Securities, INC.
July 2012 - September 2024 · 12 yrs 2 mos
Principal Securities, INC.Broker
September 2009 - September 2024 · 15 yrs
State Registrations28 states
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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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