Margaret CoradoCRD Number: 6256741
Current Firm: Fortis Advisors, LLC
Margaret Corado (CRD# 6256741) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 9 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|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|
Total Assets Under Management460MILLIONS
Total Number of Accounts274ACCOUNTS
Average Account Value$1,678,644
- 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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