Richard
Kinnard
Corecap Advisors
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About this Advisor
Richard Kinnard is a financial advisor working out of Greensboro, Georgia with a total of 3 years of industry experience. Kinnard is on the advisory team at Corecap Advisors. Over the course of their career, Kinnard has held roles at Capital Choice Financial Services, Ameritas Investment Corp, Corecap Investments, Corecap Advisors, Rsk Holdings LLC and Rlk Marketing LLC. Kinnard maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama, California, Connecticut, Georgia, Illinois, Indiana, Kentucky, Louisiana, Mississippi, Nevada, New Hampshire, North Carolina, Ohio, South Carolina, Texas, Virginia and Wisconsin. Corecap Advisors is a business that has its headquarters in Southfield, MI. The company has offices in 40 locations and a total of 121 people on staff. It handles $2 billion in assets among its 7,757 accounts, making it one of the biggest firms in the nation by assets under management. Of its 7,757 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The business offers a wide range 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 for financial management typically vary depending on which services the firm provides the client. Fee types charged by Corecap Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$1,957,268,517
121
7,757
$252,323
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
Richard Kinnard Work History
Richard has been registered as a financial advisor for 3 years.*
Corecap Investments
Corecap Advisors
Rsk Holdings LLC
Rlk Marketing LLC
Capital Choice Financial Services
Ameritas Investment Corp
*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 Richard Kinnard 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
Saginaw, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
San Clemente, CA
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.
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