Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Corcoran is a financial advisor with Savant Wealth Management. Philip has over 20 years of experience in the financial services industry. Philip is registered with the state of Virginia and has a Series 7, Series 63, and Series 65 license. Philip is a Certified Financial Planner. Philip has previously worked at LINSCO/PRIVATE LEDGER CORP. and G. R. PHELPS & CO., INC.. Philip provides financial planning, portfolio management for businesses and individuals, educational seminars, pension consulting, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
10/01/2015 - Present
Savant Wealth Management (ROCKFORD IL)
SC
10/18/2001 - 07/11/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
01/30/1995 - 05/24/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
06/03/1993 - 01/31/1995
G. R. PHELPS & CO., INC.
IA
Issued 03/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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