Everard Bond Corcoran
Investment adviser representative at Kinetic Wealth Investment Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$214.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Kinetic Wealth Investment Advisors, LLCJan 2026 to now
- LPL Financial, LLCSep 2021 to now
- Ameriprise Financial Services, LLCJul 2021 to Sep 2021
- LPL Financial, LLCJan 2008 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kinetic Wealth Investment Advisors, LLC
$214.5MAssets managed
179Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5470446
- Firm CRD
- 311536