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Julian Joseph Guilfoyle

Corecap Advisors

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About Julian Joseph Guilfoyle

Julian Joseph Guilfoyle is an Investment Advisor Representative associated with Corecap Advisors. Julian has been in the industry since December 2014 and is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Julian holds both Series 7 and Series 63 licenses and the Series 65 license to provide advisory services. Julian's primary focus is on providing financial planning, educational seminars, and selection of other advisors for individuals and businesses. Julian is also registered to offer investment advisory services in 26 states.

Firm Information

Julian Guilfoyle 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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Julian Guilfoyle’s Registration & Firm History

OH

09/27/2019 - Present

Corecap Advisors (CENTERBERG OH)

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Licenses & Designations

BC

Issued 03/14/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/16/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Joseph Guilfoyle.
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