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Christopher M Walsh

Corecap Advisors

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About Christopher M Walsh

Christopher Walsh is a financial advisor at Corecap Advisors. Christopher holds Series 63, Series 65, and Series 6TO licenses. Christopher's firm, Corecap Advisors, manages between $1 billion and $10 billion in assets. Christopher has over 10 years of experience in the financial services industry and is registered to provide investment advisory services in 14 states. Christopher offers a range of financial planning services to individuals, businesses, and families. Christopher is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Christopher Walsh 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 Walsh’s Registration & Firm History

AZ

02/01/2023 - Present

Corecap Advisors (Phoenix AZ)

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Licenses & Designations

IA

Issued 04/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2020

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

BC

Issued 09/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher M Walsh.
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