Correll Co. Investment Services Corp.

Correll Co. Investment Services Corp.

Share:

9655 S. 78th Ave.

Hickory Hills, IL 60457

(708) 599-2900

cciscinvestments.com

Clearing firm: Hilltop Securities Inc

No. advisers: 8

No. franchises: 1

Year founded: 1986

Year end: Dec. 31

For More Information

CEOJames C. Correll
Recruiting ContactM. Nicole Correll
(708) 599-2900
E-mail
Compliance ContactM. Nicole Correll
(708) 599-2900
E-mail
Marketing ContactM. Nicole Correll
(708) 599-2900
Technology Operations ContactM. Nicole Correll
(708) 599-2900
E-mail

Recruitment & Staffing

2019 2018 2017
No. of reps81311
No. of reps, male
No. of reps, female
No. of producing reps
No. of producing reps, male
No. of producing reps, female
No. of reps producing $100K-$499K /year
No. of reps producing $500K+ /year
No. of CFPs
No. of full-time employees
No. of fee-based advisers served
Average payout per rep, per year
Avg. annual production of top 20% reps
Total payout, per year
Cost of E&O insurance per rep, per year1500$1,500900
Affiliation fees charged per rep, per yearNoneNoneNone
Affiliation fee coverage
$0-$249,999 $250K-$499,999 $500K-$749,999 $750K-$999,999 $1,000,000+
Mutual funds 86%-90% 86%-90% 86%-90% 86%-90% 86%-90%
Insurance 86%-90% 86%-90% 86%-90% 86%-90% 86%-90%
Variable annuities 86%-90% 86%-90% 86%-90% 86%-90% 86%-90%
Limited parterships 86%-90% 86%-90% 86%-90% 86%-90% 86%-90%
Securities 86%-90% 86%-90% 86%-90% 86%-90% 86%-90%
Required minimum production$50,000
Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedFacebook
LinkedIn
Dedicated mobile application for advisers?N
Primary purpose of mobile application
Software Offered
Account aggregation software
Compliance software
CRM
Document management
Financial planning
Portfolio management
Portfolio rebalancing
Robo-advice
Offers robo-advisory platform?N
If not, when plans to offer a robo-platformWe do not plan on offering robo-advisory services
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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