Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Corcoran is a financial advisor with over 23 years of experience in the financial services industry. Christopher is registered to provide investment advisory services in Texas, and is also registered as a Registered Representative (RA) in Texas. Christopher has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Christopher has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
01/19/2023 - Present
LPL Financial LLC (HOUSTON TX)
TX
12/15/2017 - 01/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
02/26/2004 - 01/16/2018
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
06/17/2002 - 10/24/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
08/02/2000 - 06/06/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
02/24/1999 - 07/10/2000
STOCKCROSS, INC. (BEVERLY HILLS CA)
MA
03/18/1998 - 08/10/1998
KIMBALL & CROSS LLC (BOSTON MA)
BOTH
Issued 08/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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