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Brian Spencer

Corecap Advisors

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About Brian Spencer

Brian Spencer is an investment advisor representative registered in several states. Brian has been in the financial services industry since 2020 and is associated with CoreCap Advisors. Brian specializes in providing financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Brian holds a Series 63 and 65 license as well as Series 6TO and the SIE. Brian has over 15 years of experience in the finance and credit industries.

Firm Information

Brian Spencer is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Spencer’s Registration & Firm History

MI

11/07/2022 - Present

Corecap Advisors (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 12/22/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Spencer.
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