Cory Craddock, financial advisor Bixby OK
90 score

Cory Craddock

CRD Number: 5280717
Current Firm: Regal Advisory Services, Inc.

Cory Craddock (CRD# 5280717) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Bixby, OK and has 1 year of experience in the finance industry. Cory Craddock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Regal Advisory Services, Inc. Tulsa, OK Sep 2011 - Current 5
Cain, Watters & Associates, P.l.l.c. Dallas, TX Jan 2008 - Aug 2011 3
Cain, Watters & Associates, Pc Dallas, TX Jan 2007 - Dec 2007 < 1
Curzon, Cumbey & Kunkel, Pllc Tulsa, OK Feb 2000 - Dec 2006 6

Cory Craddock has no recent exams reported.
Contact Info for Cory S. Craddock
Phone Number: 877-488-6537
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $301,393
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IL, LA, MA, MI, MN, MS, NJ, NM, NV, NY, OH, OK, TN, TX, VT, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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