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Stephen Wayne Corley

Advisor at Commonwealth Financial Network — Lufkin, TX

Updated today

Credentials

Series 66

Experience

15 years

Location

Lufkin, TX 75901

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,776

Across 1,214 offices

Clients per advisor

128 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Stephen Corley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He previously worked at Woodlands Asset Management, Inc. and Woodlands Securities Corporation from 2011 to 2022, and has been associated with The Advanced Financial Group since 2010. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operational support, investment management, and compliance resources, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Lufkin, TX

1101 S Chestnut Street

Lufkin TX 75901

Advisors at this office

4

Most active in

Texas

Work history

15 years of industry experience

Commonwealth Financial Network

2022 - Present • 4 years

San Diego, CA

Woodlands Asset Management, Inc.

2011 - 2022 • 11 years

Lufkin, TX

Woodlands Securities Corporation

2011 - 2022 • 11 years

Lufkin, TX

The Advanced Financial Group

2010 - Present • 16 years

Lufkin, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Deborah C

CFA®

Lufkin, TX

Akros Investments, Inc.

Deborah Castellani is a CFA® charterholder with 23 years of industry experience, currently serving at Akros Investments, Inc. She has worked in consulting since 2000 and is president of OTB Strategic Consulting, Inc., a financial and non-financial consulting firm. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering retirement-plan oversight, fiduciary governance, and asset-allocation-based portfolio management. The firm provides consulting and educational programs, including women-focused financial education, alongside asset management and co-fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive Self-Employed Attorney Financial Professional Women Professionals
user avatar

Claudia V

Series 65

Lufkin, TX

11 Financial

Claudia Valladares is a financial advisor at 11 Financial in Lufkin, TX, holding a Series 65 designation with seven years of industry experience. She has worked at 11 Financial since 2018 and was previously with Envoy Advisory Inc. and Commercial Bank of Texas. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerance.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
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Taylor K

CFP®, Series 66

Lufkin, TX

11 Financial

Taylor Kovar is a CFP® with 12 years of industry experience, currently serving as an advisor at 11 Financial since 2015. He previously worked at Envoy Advisory Inc. from 2022 to 2024. Outside of advising, Kovar is involved in several business ventures including real estate development, digital marketing, outdoors apparel, frozen treats, and coffee shops. He also serves as an adjunct professor at Stephen F. Austin State University during select spring semesters. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, offering tailored investment strategies that include both long-term allocations and more active trading approaches.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
user avatar

Joseph C

Series 63, Series 65

Lufkin, TX

11 Financial

Joseph Ceasar is a financial advisor with 15 years of industry experience, currently serving at 11 Financial as part of a six-advisor team. He holds Series 63 and Series 65 licenses and has previously worked at Kovar Wealth Management, Semita Asset Management, and Investors of the Kingdom LLC. Ceasar is also the president of the board of directors for the Legacy Institute for Financial Education, a nonprofit organization. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored investment strategies that include both long-term allocations and active trading approaches.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
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Ashlyn R

Series 65, Series 63

Lufkin, TX

Commonwealth Financial Network

Ashlyn Reece is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Raymond James & Associates, Woodlands Securities Corporation, and The Advanced Financial Group. She is also involved in fixed insurance sales alongside her advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and a variety of investment options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Alexis P

Series 66

Diboll, TX

Sanctuary Advisors, LLC

Alexis Pigg is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she serves as President of the Junior League of Lufkin, overseeing the board and community service projects focused on women and children in the Lufkin/Angelina County area. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who manage accounts through various programs, employing multiple analytical approaches and offering both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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