Corey Jay Myers
Investment adviser representative at Universal Financial Advisors, LLC
35 yearsExperience
1 stateRegistered in
$277.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Universal Financial Advisors, LLCNov 2025 to now
- Systematice Investment Services Inc.Nov 1999 to now
- Tomerlin Bookkeeping Service, Inc.Jan 1991 to now
- Commonwealth Financial NetworkNov 2002 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
Universal Financial Advisors, LLC
$277.5MAssets managed
331Clients
9Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3162395
- Firm CRD
- 318392