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Christopher James Anderson

Corecap Advisors

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About Christopher James Anderson

Christopher Anderson is a financial advisor at Corecap Advisors. Christopher has been in the financial services industry since 2013. Christopher is registered as an Investment Advisor Representative (IAR) in 30 states and holds Series 6, 63, and 65 licenses. Christopher has a background in business and accounting, and has experience in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and trusts. Christopher is passionate about helping clients achieve their financial goals.

Firm Information

Christopher Anderson 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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Christopher Anderson’s Registration & Firm History

UT

02/09/2024 - Present

Corecap Advisors (OREN UT)

UT

03/09/2015 - 09/12/2019

CORECAP INVESTMENTS, INC. (Orem UT)

UT

02/09/2015 - 02/20/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (OREM UT)

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Licenses & Designations

BC

Issued 01/31/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Anderson.
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