Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kirby Harpe is an investment advisor representative at Corecap Advisors, LLC. William has been in the financial services industry since May 13, 2011. William is registered with the state of Georgia and holds licenses including Series 66, Series 24, Series 51, Series 26, Series 7 and Series 63. Prior to joining Corecap Advisors, William was a representative at Ameritas Investment Corp. and CCF INVESTMENTS, INC. William also serves as Pastor at New Hope Christian Fellowship.
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
GA
04/21/2022 - Present
Corecap Advisors (Milledgeville GA)
GA
06/21/2017 - 10/24/2019
AMERITAS INVESTMENT CORP. (GREENSBORO GA)
GA
08/16/2012 - 06/21/2017
CCF INVESTMENTS, INC. (GREENSBORO GA)
GA
12/13/2010 - 03/16/2012
WELLS FARGO ADVISORS, LLC (MILLEDGEVILLE GA)
BOTH
Issued 01/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/15/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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