Dawn McCorkle, financial advisor Camano Island WA

Dawn McCorkle

CRD Number: 1648947
Current Firm: Cetera Advisors LLC

Dawn McCorkle (CRD# 1648947) is an Investment Advisor Representative working at Cetera Advisors LLC in Camano Island, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Multi-financial Securities Corp. Denver, CO Oct 2012 - Current 9
Cetera Financial Group El Segundo, CA Oct 2012 - Current 9
Unemployed Camano Island, WA Apr 2012 - Oct 2012 < 1
Pacific West Securities, Inc. Renton, WA Jul 2005 - Apr 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Dawn M. McCorkle
Phone Number: 800-929-3485
Firm Website: http://cetera.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    18,443
    MILLIONS
  • Total Number of Accounts
    68,001
    ACCOUNTS
  • Average Account Value
    $271,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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