JC
CFP
JC
CFP

John Corrigan

19 Years of Experience
Midlothian, VA

John Corrigan is a CFP-designated registered investment advisor at Personal Financial Experiences, LLC, based in Midlothian, VA, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 46 clients with $67M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$66.6M
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Location

Midlothian, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is involved in customer analytics consulting and customer behavior research. This takes about a quarter of his time during trading hours, and he has been doing this since 2008.

Employment History
Current Registrations
Personal Financial Experiences, LLC
October 2011 - Present · 14 yrs 6 mos
Previous Registrations
Financeware, INC. DBA Wealthcare Capital Management
March 2007 - September 2011 · 4 yrs 6 mos
Intersecurities, INC.
January 2006 - December 2006 · 11 mos
State Registrations2 states
FLVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.