James
Gillikin
Corecap Advisors
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About this Advisor
James Gillikin is a financial advisor working in High Point, North Carolina with a total of 4 years of relevant experience. Gillikin is currently employed by Corecap Advisors. During their career, Gillikin has held roles at Ccf Investments, Inc, Gillikin & Associates, Corecap Investments, Capital Choice Financial Services, Capital Choice Investment Advisers, Inc and Ameritas Investment Corp. Gillikin holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Colorado, New Mexico, New York, North Carolina, Ohio, South Dakota, Virginia and Wyoming. Corecap Advisors is a company headquartered in Southfield, MI. The company has offices in 40 locations and a total of 121 employees. It administers $2 billion in total assets across its 7,757 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 7,757 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. Corecap Advisors offers 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. Fees for financial management typically vary depending on which service is provided. Fee types billed by Corecap Advisors can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
James Gillikin Work History
James has been registered as a financial advisor for 4 years.*
Corecap Investments
Gillikin & Associates
Capital Choice Financial Services
Ameritas Investment Corp
Capital Choice Investment Advisers, Inc
Ccf Investments, Inc
*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 James Gillikin 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
Hurst, TX
Glen Mills, PA
San Clemente, CA
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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