Daniel
Corrigan
Corrigan Financial Inc
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About this Advisor
Daniel Corrigan is a certified financial planner who works in Middletown, Rhode Island who has 20 years of industry experience. Corrigan is an employee of Corrigan Financial Inc. They have worked at Corrigan Financial Inc for their whole career. Corrigan holds a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in Massachusetts, Rhode Island and Texas. Corrigan Financial Inc is a financial advisory firm operating out of Middletown, RI. It handles $932 million in total assets among its 1,089 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 1,089 accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. Corrigan Financial Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services are offered. Fees billed by Corrigan Financial Inc likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corrigan Financial Inc Brokerage Details
$931,917,000
17
1,089
$855,755
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Corrigan Work History
Daniel has been registered as a financial advisor for 20 years.*
Corrigan Financial, Inc
*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 Daniel Corrigan 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 Corrigan Financial Inc
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
