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Christine Mitchell McCafferty

Corecap Advisors

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About Christine Mitchell McCafferty

Christine McCafferty is a financial advisor who has been working in the industry since 1997. Christine is currently registered with CoreCap Advisors, LLC and provides financial advice and investment management services to a wide range of clients.

Firm Information

Christine McCafferty 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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Christine McCafferty’s Registration & Firm History

MI

07/05/2022 - Present

Corecap Advisors (SOUTHFIELD MI)

MI

08/30/2018 - 07/05/2022

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (St Clair Shores MI)

AZ

11/22/2016 - 06/22/2017

HORACE MANN INVESTORS, INC. (Prescott AZ)

CA

09/29/2015 - 11/14/2016

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CO

08/23/2011 - 09/23/2015

WORLD CAPITAL BROKERAGE, INC. (DENVER CO)

MA

04/21/2011 - 09/08/2011

METLIFE SECURITIES INC. (SPRINGFIELD MA)

CA

12/04/2006 - 04/28/2011

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NE

02/12/2004 - 12/02/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

CA

09/28/2001 - 02/18/2004

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

IL

05/18/1999 - 10/02/2001

HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)

MO

06/21/1995 - 05/25/1999

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MN

11/23/1994 - 06/05/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/23/1994 - 06/05/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/09/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Mitchell McCafferty.
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