Timothy
Corley

Atlas Brown

CRD#3124487
Investment Advisor
in Louisville, KY

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About this Advisor

Timothy Corley is a financial advisor based out of Louisville, Kentucky who has 15 years of relevant experience. Corley is an advisor for Atlas Brown. They have been with Atlas Brown for their total career. Corley maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Kentucky and Texas. Atlas Brown is a company based in Louisville, KY. It controls $430 million in assets among its 1,023 client accounts, placing it among the larger firms in the country by assets under management. The firm serves six charitable organizations. Of its 1,023 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically are based on the type of financial services. However, fees charged by Atlas Brown can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

333 East Main Street Suite 400
Louisville, KY 40202-1259

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Atlas Brown Brokerage Details

Total Assets Under Management

$429,726,740

KY Average: $949,722,027
Total Number of Employees

9

KY Average: 35
Total Number of Accounts

1,023

KY Average: 1,296
Average Account Size

$420,065

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Timothy Corley Work History

Timothy has been registered as a financial advisor for 15 years.*

2004 - Present (20 years)

Atlas Brown Investment Advisors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Corley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Atlas Brown

Samuel Vonderheide
Louisville, KY
Bradley Glotzbach
Louisville, KY
Michael Robinson
Louisville, KY
Cherri Lamkin
Louisville, KY
William Hancock Iii
Louisville, KY
Timothy Corley
Louisville, KY
David Russell
Louisville, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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