Callaway Financial Services

Callaway Financial Services (CRD# 172117) is a financial advisory firm headquartered in Arlington, TX. They manage $20,554,233 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $120,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Callaway Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Phong K. Le
CRD#: 4777304
721 N. Fielder Rd. #c, Arlington, TX 76102
93
Wealthminder
score

Phong Le (CRD# 4777304) is an Investment Advisor Representative working at Callaway Financial Services in Arlington, TX and has over 10 years of experience in the finance industry.

2
Corey N. Callaway
CRD#: 1279194
721 N. Fielder Rd. #c, Arlington, TX 76102
73
Wealthminder
score

Corey Callaway (CRD# 1279194) is an Investment Advisor Representative working at Callaway Financial Services in Arlington, TX and has over 32 years of experience in the finance industry.

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