Christine Mc Cafferty
Advisor at Corecap Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Corecap Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Corecap Advisors
Location
Southfield, MI 48034
Credentials
Series 63, Series 66
Industry experience
28 years
Christine Mc Cafferty is a financial advisor at CoreCap Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Brokers International Financial Services and Forethought Investment Group. Outside of her advisory role, she is an insurance agent involved in Medicare health insurance sales through Advantage Benefits Retirement Services, LLC. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, and institutional clients. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and frequently engaging sub-advisors and third-party asset managers.
Based on Corecap Advisors
Based on Corecap Advisors
Negotiated flat fee for financial planning services
0.5% to 3.00% annually
Negotiated hourly rate for financial planning services
27777 Franklin Road, Suite 700
Southfield, MI 48034
Arizona · Michigan
CoreCap Investments, LLC
2022 - Present (4 years)
CoreCap Advisors, LLC
2022 - Present (4 years)
Brokers International Financial Services
2018 - 2022 (4 years)
Forethought Investment Group, LLC
2017 - 2018 (1 year)
First Guaranty Financial
2017 - 2018 (1 year)
Forethought Investment Group, LLC
2017 - 2018 (1 year)
Advantage Benefits Retirement Services LLC
2017 - Present (9 years)
Sunset Field L.L.C.
2017 - 2022 (5 years)
Horace Mann Investors Inc.
2016 - 2017 (1 year)
Foresters Equity Services, Inc.
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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