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Steven Wilbourn

Corecap Advisors

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About Steven Wilbourn

Steven Wilbourn is a financial advisor with Corecap Advisors, LLC. Steven has over 14 years of experience in the financial services industry and holds a Series 66, Series 7, and SIE licenses. Steven is registered to provide advisory services in Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Indiana, Kentucky, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Washington. Steven also provides insurance services through True North Advisors. Steven is committed to providing personalized financial planning and investment management services to individuals, families, and businesses.

Firm Information

Steven Wilbourn 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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Steven Wilbourn’s Registration & Firm History

MI

10/20/2022 - Present

Corecap Advisors (SOUTHFIELD MI)

MI

11/02/2018 - 06/04/2019

ROYAL ALLIANCE ASSOCIATES, INC. (SOUTHFIELD MI)

MI

04/17/2017 - 11/02/2018

SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 07/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Wilbourn.
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