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Corey C
Series 63
Arlington, TX
Callaway Financial Services
Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 42 years of industry experience. He has operated Callaway Financial Services, Inc. and Callaway Insurance Agency since 2000. Outside of financial advising, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and solicitor services for a diverse client base including individuals, families, trusts, businesses, banks, and retirement plans. The firm employs an active, momentum-based investment approach with regular rebalancing and weekly reviews, utilizing analytical methods such as charting, fundamental and technical analysis, and provides both model and custom portfolios as well as options to use third-party managers.
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