Stephen Corley, financial advisor Lufkin TX
90 score

Stephen Corley

CRD Number: 5898711
Current Firm: Woodlands Asset Management Inc.

Stephen Corley (CRD# 5898711) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in Lufkin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Woodlands Asset Management, Inc. Lufkin, TX Jun 2011 - Current 5
Woodlands Securities Corporation Lufkin, TX Mar 2011 - Current 5
The Advanced Financial Group Lufkin, TX Aug 2010 - Current 6
Lufkin Farm Supply & Nursury Lufkin, TX Aug 1998 - Aug 2010 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Stephen W. Corley
Phone Number: 281-367-2483
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    221
    MILLIONS
  • Total Number of Accounts
    561
    ACCOUNTS
  • Average Account Value
    $394,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TN, TX

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

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