Margaret Corcillo is a registered investment advisor, based in Carbondale, CO, with 24 years of industry experience.
Location
580 Main Street, Suite 120, Carbondale, CO, 81623
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Endurance Wealth Management, INC.
May 2015 - August 2023 · 8 yrs 3 mos
Corcapital
June 1999 - December 2003 · 4 yrs 6 mos
Arnhold and S. Bleichroeder, INC.Broker
May 1990 - May 1995 · 5 yrs
Furman Selz Mager Dietz & Birney IncorporatedBroker
April 1986 - April 1990 · 4 yrs
Branch, Cabell & CompanyBroker
January 1986 - January 1986 · 0 mos
State Registrations14 states
AZCACODCFLINMNMTNMORSCSDTNVirgin Islands
AdvisorBrokerBoth
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.