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Brian Corriveau Location
Smithfield, RI, US
Brian Corriveau Work
Managing Partner and Financial Planner @ (July 2018 - Present)
Managing Partner and Financial Planner @ (July 2018 - Present)
Owner and LPL Financial Planner and Accredited Investor Fiduciary @ (December 2001 - July 2018)
Registered Representaive and Assistant Vice President @ (January 1988 - December 2000)
Brian Corriveau Education
Roger Williams University
BS (Finance, Economics)
1985-1987
Killingly High School 1981-1983
Brian Corriveau Skills
Estate Planning
Investments
Securities
Financial Services
Portfolio Management
Strategic Financial Planning
Wealth Management
Financial Planners
Financial Analysis
Risk Management
New Business Development
Equities
Asset Managment
Finance
Insurance
Wealth
Management
Customer Service
Sales
Mutual Funds
Series 6
Asset Allocation
Retirement Planning
Leadership
Microsoft Excel
Financial Reporting
Brian Corriveau Summary
Brian Corriveau, based in Smithfield, RI, US, is currently a Managing Partner and Financial Planner at WealthCare Investment Partners, a Registered Investment Advisor ("RIA"). Brian Corriveau brings experience from previous roles at WealthCare Investment Partners, a Registered Investment Advisor ("RIA") and First Investors Corporation. Brian Corriveau holds a 1985 - 1987 BS in Finance, Economics @ Roger Williams University. With a robust skill set that includes Estate Planning, Investments, Securities, Financial Services, Portfolio Management and more. Brian Corriveau has 1 emails and 1 mobile phone numbers on RocketReach.
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