Kory Waller (CRD# 4547197) is an Investment Advisor Representative working at Waller Wealth Management, LLC in Magnolia, AR and has over 21 years of experience in the finance industry.
CRD# 3187944
Mustard Seed Wealth Management
CRD# 4989535
Mustard Seed Wealth Management
CRD# 4109800
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waller Wealth Management, LLC | Magnolia, AR | Jul 2023 - Current | < 1 |
| Waller Wealth Management, LLC | Magnolia, AR | Jan 2020 - Current | 4 |
| Lpl Financial, LLC | Magnolia, AR | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- AR
- LA
- TX
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$265,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, LA, TX
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