Brandt Corcoran, financial advisor Vista CA
93 score

Brandt Corcoran

CRD Number: 1916895
Current Firm: Unionbanc Investment Services, LLC

Brandt Corcoran (CRD# 1916895) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Vista, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Uboc Investment Services, Inc. San Diego, CA May 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Brandt L. Corcoran
Phone Number: 800-634-1100
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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