Wayne
Corcoran
Investment Research Corp
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About this Advisor
Wayne Corcoran is a financial advisor operating out of Carlsbad, California with 1 year of industry experience. Corcoran is an employee of Investment Research Corp. Throughout their career, Corcoran has worked at Financial West Group, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Corcoran Wealth Management LLC, Calculated Insurance, Investment Research Corporation, Self Employed - Please See Outside Business Activity and Investment Research Corp. Corcoran maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in California. Investment Research Corp is a business operating out of Denver, CO. It administers $44 million in assets under management between its 117 customer accounts, making it one of the smaller firms in the nation by assets under management. Of its 117 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Investment Research Corp has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Investment Research Corp likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Research Corp Brokerage Details
$43,527,085
18
117
$372,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Wayne Corcoran Work History
Wayne has been registered as a financial advisor for 1 years.*
Investment Research Corporation
Self Employed - Please See Outside Business Activity
Investment Research Corp
Corcoran Wealth Management LLC
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Financial West Group
Calculated Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wayne Corcoran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Research Corp
Eatontown, NJ
Sammamish, WA
Denver, CO
Pittsburgh, PA
York, PA
Denver, CO
Carlsbad, CA
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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