Robbie
Tower

Corecap Advisors

CRD#4130945
Investment Advisor
in Southfield, MI

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About this Advisor

Robbie Tower is a financial advisor operating out of Southfield, Michigan who has 2 years of industry experience. Tower works at Corecap Advisors. Over the course of their career, Tower has held roles at Gf Investment Services, LLC, Lincoln Financial Advisors Corporation, Hightower Securities, LLC, Raymond James & Associates, Inc, Ae Wealth Management, LLC, Ae Financial Services, LLC, Corecap Investments, LLC and Corecap Advisors, LLC. Tower maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Michigan. Corecap Advisors is an advisory firm operating out of Southfield, MI. The company has offices in 40 locations and a total of 121 advisors. It has $2 billion in assets under management between its 7,757 accounts, making it one of the largest investment advisory firms in the nation 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. The firm performs a broad set 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. Fees for financial management largely vary depending on which service is offered. Fees billed by Corecap Advisors most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

27777 Franklin Road Suite 700
Southfield, MI 48034

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Corecap Advisors Brokerage Details

Total Assets Under Management

$1,957,268,517

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

121

MI Average: 21
Total Number of Accounts

7,757

MI Average: 1,586
Average Account Size

$252,323

MI 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

Robbie Tower Work History

Robbie has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Corecap Investments, LLC

2021 - Present (3 years)

Corecap Advisors, LLC

2020 - 2021 (1 year)

Ae Wealth Management, LLC

2020 - 2021 (1 year)

Ae Financial Services, LLC

2018 - 2019 (1 year)

Raymond James & Associates, Inc

2017 - 2018 (1 year)

Hightower Securities, LLC

2016 - 2017 (1 year)

Lincoln Financial Advisors Corporation

2011 - 2015 (4 years)

Gf Investment Services, LLC

*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 Robbie Tower 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

Paul Costa
Saginaw, MI
Daniel Simon
Southfield, MI
Daniel Cronin
Southfield, MI
David Howard
Southfield, MI
Daniel Laginess
Southfield, MI
Peter Frawley
Lake Orion, MI
Raymond Pett
Southfield, MI
Lauren Cooper
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.

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