Christopher Corcoran (CRD# 1683138) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in McConnellsburg, PA and has over 10 years of experience in the finance industry. Christopher Corcoran 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.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4947304
Commonwealth Financial Network
CRD# 4837485
Cuso Financial Services
Company Name | Location | Dates | Years |
---|---|---|---|
Community State Bank Of Orbisonia | Mcconnellsburg, PA | Feb 2017 - Current | 7 |
Cetera Investment Advisers LLC | Mcconnellsburg, PA | Feb 2017 - Current | 7 |
Cetera Investment Services LLC | St. Cloud, MN | Feb 2017 - Current | 7 |
Bb&t Investments | Mercersburg, PA | Nov 2015 - Feb 2017 | 1 |
Cetera Investment Advisers LLC | Mercersburg, PA | Jul 2014 - Nov 2015 | 1 |
Susquehanna Bank | Mercersburg, PA | Mar 2014 - Nov 2015 | 1 |
Cetera Investment Services LLC | St.cloud, MN | Mar 2014 - Nov 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2013 |
S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- PA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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