Christopher CorcoranCRD Number: 6200606
Current Firm: H.d. Vest Advisory Services, Inc.
Christopher Corcoran (CRD# 6200606) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry. Christopher 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.
Uma Financial Services Inc.
|Hd Vest Advisory Services||Salt Lake City, UT||Aug 2013 - Current||3|
|H.d. Vest Investment Services||Salt Lake City, UT||May 2013 - Current||4|
|Chris Corcoran Accounting Services, LLC||Salt Lake City, UT||Apr 2010 - Current||7|
|High Country Financial Services LLC||Salt Lake City, UT||Apr 2010 - Current||7|
|Robert Half International||Salt Lake City, UT||Oct 2009 - Jul 2010||< 1|
|Unemployed||Belleville, IL||Jul 2009 - Sep 2009||< 1|
|Robert Half International||Little Rock, AR||Aug 2008 - Jun 2009||< 1|
|Darco Products, Inc.||Albuquerque, NM||Jan 2003 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV