Cory Phelps is a registered investment advisor, based in Wichita, KS, with 7 years of industry experience.
Location
340 S. Julia St., Wichita, KS, 67209
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Regulatory History
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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Cory is a finance/investment committee member at Aldersgate United Methodist Church since November 2024, reviewing and voting on asset allocation. This activity requires a few hours per week, none of which occur during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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