Wayne
Corcoran

Investment Research Corp

CRD#2443949
Investment Advisor
in Denver, CO

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About this Advisor

Wayne Corcoran is a financial advisor based in Denver, Colorado, working with Investment Research Corp. Wayne has previously held positions at 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. Wayne has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Wayne is part of Investment Research Corp, which operates out of Denver, Colorado. The firm has 17 employees and manages assets totaling $52.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Investment Research Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1636 Logan Street
Denver, CO 80203

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Investment Research Corp Brokerage Details

Total Assets Under Management

$52,021,890

CO Average: $2,349,664,866
Total Number of Employees

17

CO Average: 28
Total Number of Accounts

150

CO Average: 1,101
Average Account Size

$346,813

CO Average: $2,134,119

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

2022 - Present (3 years)

Investment Research Corporation

2022 - 2022 (< 1 year)

Self Employed - Please See Outside Business Activity

2018 - 2021 (3 years)

Investment Research Corp

2015 - 2016 (1 year)

Corcoran Wealth Management LLC

2014 - 2014 (< 1 year)

J.W. Cole Financial, Inc

2014 - 2014 (< 1 year)

J.W. Cole Advisors, Inc

2005 - 2019 (14 years)

Calculated Insurance

Created with Highcharts 6.0.7

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

Matthew Raves
Lago Vista, TX
Phillip Horton
Jacksonville, FL
Todd Smith
Denver, CO
Michael Summers
York, PA
Brian Regan
Pittsburgh, PA
Jason Anderson
Denver, CO
Paul Foster
Denver, CO
Wayne Corcoran
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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