linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Oliver David Lee

Corecap Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Oliver? Claim Your Profile

About Oliver David Lee

Oliver David Lee is an investment advisor representative at CoreCap Advisors, LLC. Oliver has been in the industry for 20 years, with experience in providing financial planning, investment management, and educational seminars. Oliver has passed the Series 65, 66, and 7 exams and holds active state licenses in California, Florida, Michigan, North Carolina, South Carolina, and Utah. Previous employment includes Financial Network Investment Corporation. Oliver works at the Southfield, Michigan branch of CoreCap Advisors. Oliver specializes in providing investment advice for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other businesses.

Firm Information

Oliver Lee 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Oliver Lee’s Registration & Firm History

MI

07/25/2018 - Present

Corecap Advisors (SOUTHFIELD MI)

MI

11/23/2001 - 07/10/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (AUBURN HILLS MI)

Not sure if Oliver David Lee is right for you?

Licenses & Designations

IA

Issued 05/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Oliver David Lee.
Not sure if Oliver David Lee is right for you?