Carol Cho
Investment adviser representative at Irc Wealth
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$666.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Irc WealthOct 2022 to now
- Nylife Securities LLCOct 2020 to Sep 2022
- New York LifeNov 2015 to Aug 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Irc Wealth
Legal name: Investors Research Corporation
$666.7MAssets managed
373Clients
7Advisers
20 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
- 6337284
- Firm CRD
- 132022