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John Charles Corrigan

Personal Financial Experiences, LLC

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About John Charles Corrigan

John Corrigan is an investment advisor representative and registered representative with Personal Financial Experiences, LLC. John has been in the industry for more than 10 years and specializes in portfolio management for individuals and financial planning. John holds a Series 6, Series 7 and Series 63 license, and is a Certified Financial Planner. John previously worked at INTERSECURITIES, INC. in RICHMOND, VA and has experience working with individuals, high net worth individuals, and individually owned businesses. John works with 39 high net worth individuals and manages approximately $50,350,000 of assets. John is a registered investment advisor in Virginia and Florida.

Firm Information

John Corrigan is currently registered with Personal Financial Experiences, LLC. Personal Financial Experiences, LLC is an investment advisory firm that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and individually owned businesses. The firm manages approximately $56.32 million in assets for 185 clients.

$56.32M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Corrigan’s Registration & Firm History

VA

10/07/2011 - Present

Personal Financial Experiences, LLC (MIDLOTHIAN VA)

VA

07/20/2005 - 12/31/2006

INTERSECURITIES, INC. (RICHMOND VA)

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Licenses & Designations

IA

Issued 09/07/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Charles Corrigan.
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