Cory James Mccune

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 07/2024
  Principal Securities Inc
  Fort Worth, TX
• 07/2009 → 07/2024
  Principal Life Insurance
  Fort Worth, TX
• 08/2024 → Present
  Kestra Investment Services, Llc
  Fort Worth, TX
• 08/2024 → Present
  Kestra Advisory Services, Llc
  Fort Worth, TX

Previous Registrations

• 2012-07-24 → 2024-09-13
  Principal Securities, Inc.
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

CORY MCCUNE POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 1137 Picasso Drive, Fort Worth TX 76107 DESCRIPTION: Landlord MCCUNE WHITELEY WEALTH MANAGEMENT POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 125 START DATE: 08/21/2024 ADDRESS: 2900 wingate street, Suite 100, Fort worth TX 76107 DESCRIPTION: Meeting with clients to determine appropriate solutions and practice management . KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/21/2024 ADDRESS: 5707 Southwest parkway building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-08
• S63 Uniform Securities Agent State Law Examination
  2009-08-29