Louis CocorulloCRD Number: 6285786
Current Firm: Rehmann Financial
Louis Cocorullo (CRD# 6285786) is an Investment Advisor Representative working at Rehmann Financial in Stuart, FL and has 1 year of experience in the finance industry. Louis Cocorullo 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.
Legend Advisory Corporation
Lincoln Financial Advisors Corporation
|Rehmann Financial||Stuart, FL||Nov 2015 - Current||2|
|Strategic Wealth Management||Stuart, FL||Dec 2013 - Nov 2015||1|
|Martin Health Systems||Stuart, FL||Oct 1978 - Dec 2013||35|
Total Assets Under Management3,709MILLIONS
Total Number of Accounts5,028ACCOUNTS
Average Account Value$737,743
- 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)
AZ, CA, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NM, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI
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