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Daniel James Laginess

Corecap Advisors

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About Daniel James Laginess

Daniel Laginess is a financial advisor who has been in the industry since May 20, 1998. He is currently registered with Corecap Advisors and has previously been registered with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Daniel Laginess is registered in Florida, Georgia, Illinois, Michigan, Ohio, Oregon, and Texas. He offers financial planning, educational seminars, and selection of other advisers. Daniel Laginess works with individuals, corporations or other businesses and pension and profit sharing plans.

Firm Information

Daniel Laginess 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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Daniel Laginess’s Registration & Firm History

MI

04/22/2021 - Present

Corecap Advisors (SOUTHFIELD MI)

MI

05/21/1998 - 03/18/2013

AXA ADVISORS, LLC (TROY MI)

NY

05/21/1998 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel James Laginess. Review regulatory record here.
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