Richard Kinnard
Richard Kinnard is a registered investment advisor at Corecap Advisors, based in Greensboro, GA, with 30 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9,157 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CoreCap Advisors manages investments for a fee ranging from 0.5% to 3.00% of the value of your portfolio annually. The fee is calculated based on the value of your account and is typically billed in advance, either monthly or quarterly. For certain accounts with sub-advisors, fees are billed monthly in arrears. If you invest in Exchange Traded Funds or mutual funds, you will also pay the fees and expenses charged by those funds.
Location
1041 Founders Row, Greensboro, GA, 30642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the President and CEO of Capital Choice Financial Services, selling fixed insurance and securities products, dedicating full-time hours to this role. He also receives commissions on life and health insurance through RLK Marketing LLC, spending about 10-20% of his time, and owns/manages office buildings through RSK Holdings LLC, spending minimal time on this.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Corecap Investments, LLCBroker
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Capital Choice Investment Advisers, INC.
Ccf Investments, INC.Broker
The Leaders Group, INC.Broker
Fsc Securities CorporationBroker
Ifg Network Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.