James
Gillikin
Corecap Advisors
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About this Advisor
James Gillikin is a financial advisor based in High Point, North Carolina, working with Corecap Advisors. James has previously held positions at Ccf Investments, Inc, Capital Choice Of The Carolinas, Capital Choice Financial Services, Capital Choice Investment Advisers, Inc, Ameritas Investment Corp, and Corecap Investments. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Alaska, Colorado, Georgia, Indiana, New Mexico, New York, North Carolina, Ohio, South Dakota, Virginia, West Virginia, and Wyoming. Currently, James is part of Corecap Advisors, which operates out of High Point, North Carolina. 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
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$2,467,486,750
118
8,713
$283,196
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
James Gillikin Work History
Corecap Investments
Capital Choice Of The Carolinas
Capital Choice Financial Services
Ameritas Investment Corp
Capital Choice Investment Advisers, Inc
Ccf Investments, Inc
Disclosures
Please visit the SEC profile of James Gillikin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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