Corey Callais, financial advisor Thibodaux LA

Corey Callais

CRD Number: 6535632
Current Firm: Callais Capital Management, LLC

Corey Callais (CRD# 6535632) is an Investment Advisor Representative working at Callais Capital Management, LLC in Thibodaux, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Callais Capital Management, LLC Thibodaux, LA Nov 2014 - Current 9
United Community Bank Raceland, LA Sep 2010 - Current 13

Corey Callais has no recent exams reported.
Contact Info for Corey J. Callais
Phone Number: (985) 492-2323
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $8,193,523
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

LA

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