Unclaimed
Brett Lawrence Mills is a financial advisor with Corecap Advisors, LLC. Brett has been a registered investment advisor since April 2014 and holds the Series 65 license. Brett specializes in providing financial planning and investment advice for individuals and businesses. In addition to Brett's work with Corecap, Brett also works as an independent insurance agent, selling fixed products and health and life insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
08/27/2014 - Present
Corecap Advisors (SOUTHFIELD MI)
IA
Issued 03/14/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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