Corrigan Financial Inc.
Corrigan Financial Inc. (CRD# 109115) is a financial advisory firm headquartered in Middletown, RI. They manage $931,917,000 in 1,089 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management932MILLION
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Total Number of Accounts1,089ACCOUNTS
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Average Account Value$855,755
- 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)
- Other
CA, CT, FL, GA, MA, ME, NC, NH, NY, PA, RI, TX, VA, VT
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.
Daniel Corrigan (CRD# 6626556) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 7 years of experience in the finance industry.
Giovanna Izzo (CRD# 1138528) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 41 years of experience in the finance industry.
Andre Khalfayan (CRD# 3119596) is an Investment Advisor Representative working at Corrigan Financial Inc. in , and has over 25 years of experience in the finance industry.
Andrew Parsons (CRD# 2335009) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 22 years of experience in the finance industry. Andrew Parsons 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.
Ralph Salvatore (CRD# 5660097) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 15 years of experience in the finance industry. Ralph Salvatore 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.
Sarah Vanderveer Lui (CRD# 5810814) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 13 years of experience in the finance industry.
Christine Winslow (CRD# 3122814) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 25 years of experience in the finance industry.
Sean Maloney (CRD# 2813511) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 23 years of experience in the finance industry. Sean Maloney 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.