Cors Financial Planning

Cors Financial Planning (CRD# 284392) is a financial advisory firm headquartered in San Diego, CA. They manage $22,868,038 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16935 West Bernardo Drive, Suite 227, San Diego, CA 92127
https://www.linkedin.com/in/dale-cors-aif%c2%ae-7363014/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $362,985
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cors Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Dale Cors, financial advisor San Diego CA
Dale F. Cors
CRD#: 1220661
16935 West Bernardo Drive, Suite 227, San Diego, CA 92127

Dale Cors (CRD# 1220661) is an Investment Advisor Representative working at Cors Financial Planning in San Diego, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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