Philip Corcoran (CRD# 2339161) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 30 years of experience in the finance industry. Philip Corcoran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
CRD# 2168057
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savant Wealth Management | Rockford, IL | Jan 2024 - Current | < 1 |
| Savant Wealth Management | Rockford, IL | Jul 2020 - Dec 2023 | 3 |
| Savant Capital Management | Rockford, IL | Oct 2015 - Jul 2020 | 4 |
| The Corcoran Group | Cabin John, MD | Sep 2001 - Dec 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
- VA
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Total Assets Under Management24,398MILLIONS
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- A percentage of assets under your management
- Hourly charges
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- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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