Christopher
Walsh

Corecap Advisors

CRD#7287370
Investment Advisor
in Phoenix, AZ

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About this Advisor

Christopher Walsh is a financial advisor based in Phoenix, Arizona, working with Corecap Advisors. Christopher has previously held positions at Intel Corp, Corecap Advisors, LLC, Corecap Investments, LLC, and Capital Choice Financial Services. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Arizona, Colorado, Ohio, Oregon, Utah, and Washington. Currently, Christopher is part of Corecap Advisors, which operates out of Phoenix, Arizona. The firm has 40 offices and 118 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Corecap Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11022 N 28Th Drive Suite 170
Phoenix, AZ 85029

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Corecap Advisors Brokerage Details

Total Assets Under Management

$2,467,486,750

AZ Average: $943,424,332
Total Number of Employees

118

AZ Average: 21
Total Number of Accounts

8,713

AZ Average: 1,586
Average Account Size

$283,196

AZ Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Walsh Work History

2020 - Present (4 years)

Corecap Advisors, LLC

2020 - Present (4 years)

Corecap Investments, LLC

2018 - Present (6 years)

Capital Choice Financial Services

2012 - Present (12 years)

Intel Corp

Disclosures

Please visit the SEC profile of Christopher Walsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corecap Advisors

Andrew Wood
Southfield, MI
Paulmichael Youngmills
Southfield, MI
Caleb Wood-Daggett
San Clemente, CA
Donald Ross
Medina, OH
Michael Mazzeo
Englishtown, NJ
Tyler Schall
Southfield, MI
Oliver Lee
Southfield, MI
Lauren Cooper
Centerburg, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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