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Christopher Michael Corcoran

Advisor at Raymond James Financial — McConnelsburg, PA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

21 years

Location

McConnellsburg, PA 17233

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,954 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Christopher Corcoran is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Cetera Investment Services LLC and BB&T Investments. Corcoran is also involved with Alexander Financial Group in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

McConnelsburg, PA

200 North Second Street

McConnelsburg PA 17233

Advisors at this office

5

Most active in

Pennsylvania

Work history

21 years of industry experience

Raymond James Financial Services Advisors, Inc.

2025 - Present • 1 year

McConnellsburg, PA

Raymond James Financial Services, Inc.

2025 - Present • 1 year

McConnellsburg, PA

Cetera Investment Services Llc

2017 - 2025 • 8 years

St. Cloud, MN

Cetera

2017 - 2025 • 8 years

McConnellsburg, PA

Community State Bank of Orbisonia

2017 - 2025 • 8 years

McConnellsburg, PA

Bb&T Investments

2015 - 2017 • 2 years

Mercersburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Fred Y

CFP®, Series 65

Greencastle, PA

Cumberland Valley Financial Services Inc.

Fred Young is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Cumberland Valley Financial Services Inc. in Greencastle, PA, where he has worked since 1992. He holds a Series 65 license and provides financial advisory services through an independent, state-registered firm. Cumberland Valley Financial Services Inc. offers ongoing portfolio management and comprehensive financial advice to individuals, pensions, profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm implements diversified investment allocations primarily using no-load mutual funds and ETFs, managing a significant portion of assets on a discretionary basis under tailored investment policies.

Active portfolio management Options & derivatives strategies
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James M

CFP®, Series 63

Ft Loudon, PA

Creative Financial Designs, Inc.

James Martin is a CFP® with 36 years of industry experience and has been with Creative Financial Designs, Inc. for 15 years. His background includes independent insurance sales, tax preparation and accounting, as well as nonprofit work as a minister. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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John H

Series 66

Greencastle, PA

Madison Avenue Securities, LLC

John Hose II is a Series 66-credentialed advisor with 14 years of industry experience. He has been with Madison Avenue Securities, LLC since 2011 and is also president and owner of Life Financial, a business focused on life and health insurance and annuities. Outside of his advisory roles, he serves as treasurer for Ravens Roost #7, a nonprofit that awards scholarships and donates to local charities including Special Olympics. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jacquelin B

Series 66

McConnelsburg, PA

Raymond James Financial

Jacquelin Brumbaugh is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Raymond James since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of her advisory role, she supports operations at The Alexander Financial Group in McConnelsburg, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Erica F

Series 66

McConnellsburg, PA

OSAIC

Erica Fendlay is a financial advisor with Osaic and holds a Series 66 designation. She has 16 years of industry experience, including 15 years at Edward Jones before joining Osaic in 2024. Outside of her advisory role, she owns a commercial real estate investment company. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Christopher S

Series 66

Greencastle, PA

Edward Jones

Christopher Smith is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked in media at WAAY-TV and briefly with Squad Fitness. Outside of his advisory work, he has served as a meteorologist during newscasts for Allen Media at WAAY-TV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Doctor or Medical Professional
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