Margaret Corado (CRD# 6256741) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Advisors, LLC | King Of Prussia, PA | Aug 2013 - Current | 10 |
| Fortis Family Office, LLC | King Of Prussia, PA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- PA
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Total Assets Under Management471MILLIONS
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Total Number of Accounts352ACCOUNTS
-
Average Account Value$1,337,402
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, IL, NJ, PA
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