Christine
Mccafferty
Corecap Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Christine Mccafferty is a financial advisor working out of Saint Clair Shores, Michigan with a total of 1 year of industry experience. Mccafferty is an employee of Corecap Advisors. Their career trajectory has included roles at World Capital Brokerage, Inc, Foresters Equity Services, Inc, Horace Mann Investors Inc, Investment Research Corp, Sunset Field L.L.C, Advantage Benefits Retirement Services LLC, Forethought Investment Group, LLC, First Guaranty Financial, Brokers International Financial Services, Corecap Investments, LLC and Corecap Advisors, LLC. Mccafferty maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in Arizona and Michigan. Corecap Advisors is a company operating out of Southfield, MI. It has offices in 40 locations and a total of 121 people on staff. It controls $2 billion in total assets among its 7,757 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 7,757 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually are based on the type of financial services offered. However, fee types billed by Corecap Advisors likely consist 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
Christine Mccafferty Work History
Christine has been registered as a financial advisor for 1 years.*
Corecap Investments, LLC
Corecap Advisors, LLC
Advantage Benefits Retirement Services LLC
Brokers International Financial Services
Sunset Field L.L.C
Forethought Investment Group, LLC
First Guaranty Financial
Forethought Investment Group, LLC
Horace Mann Investors Inc
Foresters Equity Services, Inc
World Capital Brokerage, Inc
Investment Research 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 Christine Mccafferty 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
Southfield, MI
Saginaw, MI
San Clemente, CA
Phoenix, AZ
Centerburg, OH
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.
