Daniel CorriganCRD Number: 1987254
Current Firm: Corrigan Financial Inc.
Daniel Corrigan (CRD# 1987254) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 28 years of experience in the finance industry. Daniel Corrigan 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.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Corrigan Financial, Inc.||Middletown, RI||Nov 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
Total Assets Under Management603MILLIONS
Total Number of Accounts926ACCOUNTS
Average Account Value$650,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
CA, CT, FL, GA, MA, NC, NY, RI, TX, VA