Cory McNulty, financial advisor Fort Worth TX
93 score

Cory McNulty

CRD Number: 5416794
Current Firm: Raymond James Financial Services Advisors, Inc.

Cory McNulty (CRD# 5416794) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Worth, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gary E. Mcnulty, Cpa Fort Worth, TX Nov 2015 - Current 1
Raymond James Financial Services Advisors, Inc. Ft. Worth, TX Jan 2009 - Current 7
Raymond James Financial Services, Inc. Arlington, TX Sep 2007 - Current 9
Mcnulty Financial Strategies, Inc. Fort Worth, TX Feb 2007 - Current 9
Ihg Properties, LLC Arlington, TX Dec 2012 - Jan 2014 1
Monthly Financial Strategies Arlington, TX Feb 2007 - Aug 2007 < 1
Pappa Deaux Seafood Kitchen Arlington, TX Aug 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Cory S. McNulty
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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