William
Harpe

Corecap Advisors

CRD#5857462
Investment Advisor
in Milledgeville, GA

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About this Advisor

William Harpe is a financial advisor based in Milledgeville, Georgia, working with Corecap Advisors. William has previously held positions at Ccf Investments, Inc, New Hope Christian Fellowship, Ameritas Investment Corp, Capital Choice Financial Services, Corecap Investments, LLC, and Corecap Advisors, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, Nevada, New Hampshire, North Carolina, Ohio, South Carolina, Texas, Virginia, and Wisconsin. Currently, William is part of Corecap Advisors, which operates out of Milledgeville, Georgia. The firm has 40 offices and 118 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. 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 66

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

Milledgeville, GA

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Corecap Advisors Brokerage Details

Total Assets Under Management

$2,467,486,750

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

118

GA Average: 21
Total Number of Accounts

8,713

GA Average: 1,586
Average Account Size

$283,196

GA 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

William Harpe Work History

2019 - Present (6 years)

Corecap Investments, LLC

2019 - Present (6 years)

Corecap Advisors, LLC

2012 - Present (13 years)

Capital Choice Financial Services

2002 - Present (23 years)

New Hope Christian Fellowship

2017 - 2019 (2 years)

Ameritas Investment Corp

2012 - 2017 (5 years)

Ccf Investments, Inc

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Disclosures

Please visit the SEC profile of William Harpe 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

Paulmichael Youngmills
Southfield, MI
Michael Mazzeo
Englishtown, NJ
Lauren Cooper
Centerburg, OH
Tyler Schall
Southfield, MI
Donald Ross
Medina, OH
Andrew Wood
Southfield, MI
Rany Tallou
Southfield, MI
Oliver Lee
Southfield, MI

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