CC
ChFC
CC
ChFC

Christopher Cohan

1 Year of Experience
Scottsdale, AZ
BrokerSells Insurance

Christopher Cohan is a ChFC-designated registered investment advisor, based in Scottsdale, AZ, with 1 years of industry experience.

Location

4110 N. Scottsdale Road, Suite 170, Scottsdale, AZ, 85251

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History

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.

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Other Business ActivitiesSells Insurance

Christopher works as an estate planner for RJP Estate Planning, introducing new clients to the firm through estate planning services and insurance product sales. This activity takes Christopher nearly full-time hours.

Employment History
Current Registrations
Corecap Investments, LLCBroker
March 2025 - Present · 1 yr 2 mos
Corecap Advisors
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
AZ
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.
Christopher Cohan - Financial Advisor | TrueAdvisor