Everard Corcoran has been an investment adviser representative at Kinetic Wealth Investment Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners. Everard Corcoran holds a BA from Kenyon College.
Kinetic Wealth Investment Advisors, LLC is a Westlake, OH firm with $215M under management, 179 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Everard “Ev” Corcoran is a Registered Representative of LPL Financial and works with Kinetic Wealth Investment Advisors. He became a Financial Advisor with LPL Financial in 2008. He specializes in retirement income planning for clients approaching or in retirement, and is a member of the Financial Planning Association (FPA).
Everard Corcoran’s longest registration was 17 years at LPL Financial LLC (2008–2026). Before joining Kinetic Wealth Investment Advisors in 2026, Everard Corcoran was registered through Ameriprise Financial Services, LLC and LPL Financial LLC.
- – present · under a yearMentor, OH · Adviser representative · Firm CRD 311536
- Ameriprise Financial Services, LLC– · under a yearChesterland, OH · Adviser representative · Firm CRD 6363
- LPL Financial LLC– · 17 yearsRocky River, OH · Adviser representative · Firm CRD 6413
Professional designations
Listed by Kinetic Wealth Investment Advisors
- CFP®
Investment adviser representative registrations
Everard Corcoran is registered as an investment adviser representative in Ohio, since January 2026.
- OhioSince 7 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 2010 |
| Series 7 | General Securities Representative Examination | 12 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Everard Bond Corcoran
- CRD
- 5470446
- Firm
- Kinetic Wealth Investment Advisors · CRD 311536
- Office
- 7441 Center Street, Mentor, OH 44060
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kinetic-wealth.com
Where does Everard Corcoran work?
Everard Corcoran is an investment adviser representative registered through Kinetic Wealth Investment Advisors, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Everard Corcoran a financial advisor?
Yes. Everard Corcoran has a current investment-adviser registration in Ohio, through Kinetic Wealth Investment Advisors since January 2026.
How many years of experience does Everard Corcoran have?
Everard Corcoran has 18 years in the financial industry, since March 2008, across 3 adviser firms.
What exams has Everard Corcoran passed?
Everard Corcoran has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 2008. FINRA credited Everard Corcoran with the SIE, which began in October 2018.
Where did Everard Corcoran work before Kinetic Wealth Investment Advisors?
Before Kinetic Wealth Investment Advisors, Everard Corcoran was registered through Ameriprise Financial Services, LLC, July 2021 to September 2021.
Where is Everard Corcoran based?
Everard Corcoran’s registered office is in Mentor, OH.
Is Everard Corcoran registered with FINRA?
Yes. Everard Corcoran has a current broker registration, under CRD 5470446.
Source: FINRA BrokerCheck
Is Everard Corcoran a CFP?
Kinetic Wealth Investment Advisors lists Everard Corcoran with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Everard Corcoran’s record?
Search CRD 5470446 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Everard Corcoran’s full registration record.
