John
Rafferty
Corecap Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
John Rafferty is a financial advisor working in Indianapolis, Indiana with a total of 2 years of relevant experience. Rafferty is an employee of Corecap Advisors. Their career trajectory has included roles at Guardian Life Insurance Co, Corecap Investments, LLC, Corecap Advisors, LLC, Park Avenue Securities, Ohio National Financial Services and The O.N. Equity Sales Company. Rafferty maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida, Indiana, Louisiana, Maine, Michigan and North Carolina. Corecap Advisors is a business operating out of Southfield, MI. The firm has offices in 40 locations and a total of 121 people on staff. It has $2 billion in assets under management across its 7,757 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 7,757 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Corecap Advisors provides a broad assortment 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. A financial advisor's fee schedules usually depend on which service is offered. Fees billed by Corecap Advisors can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
John Rafferty Work History
John has been registered as a financial advisor for 2 years.*
Corecap Investments, LLC
Corecap Advisors, LLC
The O.N. Equity Sales Company
Park Avenue Securities
Ohio National Financial Services
Guardian Life Insurance Co
*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 John Rafferty 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
Southfield, MI
Southfield, MI
Southfield, MI
Saginaw, MI
Southfield, MI
Southfield, MI
Southfield, MI
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.
