Nasrin
Gohar

Corecap Advisors

CRD#4407310
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nasrin Gohar is a financial advisor based in San Diego, California with 1 year of relevant experience. Gohar is on the advisory team at Corecap Advisors. Their career trajectory has included roles at Farougi Food, Insured Wealth Solution, Corecap Advisors, LLC, First Command Brokerage Service Inc and Corecap Investments, LLC. Gohar holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Corecap Advisors is a registered investment company operating out of Southfield, MI. The company has offices in 40 locations and a total of 121 people on staff. It handles $2 billion in assets under management among its 7,757 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 7,757 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Corecap Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Corecap Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

7710 Balbea Ave #212C
San Diego, CA 92111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Corecap Advisors Brokerage Details

Total Assets Under Management

$1,957,268,517

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

121

CA Average: 21
Total Number of Accounts

7,757

CA Average: 1,586
Average Account Size

$252,323

CA 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

Nasrin Gohar Work History

Nasrin has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

First Command Brokerage Service Inc

2022 - Present (2 years)

Corecap Investments, LLC

2021 - Present (3 years)

Corecap Advisors, LLC

2018 - Present (6 years)

Insured Wealth Solution

2010 - 2018 (8 years)

Farougi Food

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nasrin Gohar 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

Daniel Simon
Southfield, MI
David Howard
Southfield, MI
Daniel Laginess
Southfield, MI
Daniel Cronin
Southfield, MI
Paul Costa
Saginaw, MI
Peter Casciotta
Southfield, MI
Alison Slezak
Glen Mills, PA
Rany Tallou
Southfield, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started