Christine McCafferty (CRD# 1500902) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 29 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corecap Investments, LLC | Southfield, MI | Jul 2022 - Current | 1 |
| Corecap Advisors, LLC | Southfield, MI | Jul 2022 - Current | 1 |
| Advantage Benefits Retirement Services LLC | St Clair Shores, MI | May 2017 - Current | 6 |
| Brokers International Financial Services | Urbandale, IA | Aug 2018 - Jul 2022 | 3 |
| Sunset Field LLC | Prescott, AZ | May 2017 - Jul 2022 | 5 |
| First Guaranty Financial | Prescott, AZ | Oct 2017 - Jul 2018 | < 1 |
| Forethought Investment Group, LLC | Mesa, AZ | Dec 2017 - Apr 2018 | < 1 |
| Forethought Investment Group, LLC | Prescott, AZ | Oct 2017 - Apr 2018 | < 1 |
| Horace Mann Investors Inc. | Springfield, IL | Nov 2016 - Jun 2017 | < 1 |
| Foresters Equity Services, Inc. | San Diego, CA | Sep 2015 - Nov 2016 | 1 |
| Investment Research Corp. | Denver, CO | Sep 2011 - Sep 2015 | 4 |
| World Capital Brokerage, Inc. | Denver, CO | Aug 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- AZ
- MI
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Total Assets Under Management2,467MILLIONS
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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