Ila Corcoran (CRD# 7645878) is an Investment Advisor Representative working at Bay Street Capital Holdings in Fremont, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Street Capital Holdings | New York, NY | Feb 2022 - Current | 2 |
| Realtor | Los Angeles, CA | Apr 2018 - Oct 2022 | 4 |
| Zoom Casa | Woodland Hills, CA | Dec 2019 - Feb 2022 | 2 |
| Student | Seal Beach, CA | Oct 2012 - Aug 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- CA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$151,800
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, GA, NY
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