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
Greensboro, GA 30642
Credentials
Series 63, Series 65
Industry experience
30 years
Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.
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
1041 Founders Row
Greensboro, GA 30642
Alabama · California · Connecticut · Georgia · Illinois · Indiana · Kentucky · Louisiana · Mississippi · Nevada · New Hampshire · North Carolina · Ohio · South Carolina · Texas · Virginia · Wisconsin
CoreCap Advisors
2020 - Present (6 years)
CoreCap Investments
2020 - Present (6 years)
Ameritas Investment Corp.
2017 - 2020 (3 years)
RSK Holdings LLC
2011 - Present (15 years)
RLK Marketing LLC
2006 - Present (20 years)
Capital Choice Financial Services
1996 - Present (30 years)
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.
CFP®, CFA®, PFS™, Series 63, Series 65
Greensboro, GA
Hankinson Wealth Advisors LLC
ChFC®, Series 63, Series 66
Eatonton, GA
Blueprint Financial Strategies, LLC
CFP®, Series 63, Series 65
Greensboro, GA
Relativity Capital Advisors, LLC
Series 66
Greensboro, GA
Relativity Capital Advisors, LLC
Series 63, Series 66
Greensboro, GA
The Foundation Investment Group
CFP®, Series 63
Madison, GA
Longview Wealth Management
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