Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ronald Gillikin is a financial advisor with over 24 years of experience in the financial services industry. James is registered as a Registered Representative and Investment Advisor Representative with Corecap Advisors, an independent registered investment advisory firm located in Southfield, Michigan. James has worked in the past with Ameritas Investment Corp. and CCF Investments, Inc. He is licensed in multiple states, including North Carolina, New York, Georgia, Ohio, Virginia, and others. James provides financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
12/09/2021 - Present
Corecap Advisors (High Point NC)
NC
06/21/2017 - 11/21/2019
AMERITAS INVESTMENT CORP. (High Point NC)
NC
02/17/2006 - 06/21/2017
CCF INVESTMENTS, INC. (THOMASVILLE NC)
GA
05/22/1997 - 04/12/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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