Daniel Corrigan, financial advisor Middletown RI

Daniel Corrigan

CRD 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 34 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.

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Professional Designations
Company Name Location Dates Years
Corrigan Financial, Inc. Middletown, RI Nov 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
Contact Info for Daniel G. Corrigan
Phone Number: 401-849-9313
Registered State(s):
  • MA
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    932
    MILLIONS
  • Total Number of Accounts
    1,089
    ACCOUNTS
  • Average Account Value
    $855,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, MA, ME, NC, NH, NY, PA, RI, TX, VA, VT

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