W CorsoCRD Number: 2791094
Current Firm: Financial Engines Advisors LLC
W Corso (CRD# 2791094) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Fairfax, VA and has over 26 years of experience in the finance industry. W Corso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Equitable Advisors, LLC
Reframe Wealth, LLC
|Financial Engines Advisors LLC||Sunnyvale, CA||Nov 2018 - Current||4|
|Edelman Financial Services, Inc.||Fairfax, VA||Dec 1999 - Nov 2018||18|
|Ef Legacy Securities, LLC||Henrico, VA||Apr 2016 - Oct 2018||2|
|Sanders Morris Harris Inc.||Houston, TX||Dec 2005 - Apr 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management241,970MILLIONS
Total Number of Accounts1,594,707ACCOUNTS
Average Account Value$151,733
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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