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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kinnard is an Investment Advisor Representative at Corecap Advisors. Richard is a financial advisor with 26 years of experience in the financial services industry. Richard Kinnard is registered with 52 states and 17 states for Investment Advisor. Richard works in the Greensboro, Georgia office of Corecap Advisors.
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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GA
12/01/2020 - Present
Corecap Advisors (Greensboro GA)
GA
06/21/2017 - 12/14/2020
AMERITAS INVESTMENT COMPANY, LLC (GREENSBORO GA)
GA
11/16/2020 - 11/16/2020
CORECAP INVESTMENTS, LLC (Greensboro GA)
GA
12/21/2005 - 06/21/2017
CCF INVESTMENTS, INC. (GREENSBORO GA)
GA
01/07/1998 - 12/31/2005
THE LEADERS GROUP, INC. (THOMSVILLE GA)
GA
07/15/1996 - 01/01/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
04/16/1996 - 07/15/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
02/28/1996 - 04/30/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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