Corey
Boone
49 Financial
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About this Advisor
Corey Boone is a financial advisor operating out of Austin, Texas. Boone works at 49 Financial. Throughout their career, they have worked at Abilene Christian University, Trinity Real Estate Investment Services, United Supermarkets, Abilene Cooper High School, Axa Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network, LLC and 49 Wealth Management LLC. Boone has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Texas. 49 Financial is an advisory firm that has its headquarters in Austin, TX. It controls $231 million in assets under management between its 2,262 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,262 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. 49 Financial has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on which services are provided. However, fee types charged by 49 Financial can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$230,561,939
55
2,262
$101,928
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
Corey Boone Work History
Corey has been registered as a financial advisor for 0 years.*
49 Wealth Management LLC
Purshe Kaplan Sterling Investments, Inc
Thrivent Advisor Network, LLC
Axa Advisors, LLC
Trinity Real Estate Investment Services
Abilene Christian University
Abilene Christian University
United Supermarkets
Abilene Cooper High School
*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 Corey Boone 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 49 Financial
Austin, TX
Rogers, AR
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Dallas, TX
Austin, TX
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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