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 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Fortis Advisors, LLC||King Of Prussia, PA||Aug 2013 - Current||3|
|Fortis Partners, LLC||King Of Prussia, PA||Jul 2013 - Current||3|
|Private Family Office, LLC||King Of Prussia, PA||Jan 2013 - Jun 2013||< 1|
|Guggenheim Partners||King Of Prussia, PA||Dec 2003 - Dec 2012||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management198MILLIONS
Total Number of Accounts127ACCOUNTS
Average Account Value$1,558,457
- 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)
FL, IL, NJ, NY, PA
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