James Gillikin (CRD# 2891850) is an Investment Advisor Representative working at Corecap Advisors in High Point, NC and has over 26 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corecap Investments | Southfield, MI | Nov 2019 - Current | 4 |
| Capital Choice Of The Carolinas | High Point, NC | Jul 2004 - Current | 19 |
| Capital Choice Financial Services | Greensboro, GA | Jul 2004 - Current | 19 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Oct 2019 | 2 |
| Capital Choice Investment Advisers, Inc. | Greensboro, GA | Jan 2009 - Jun 2017 | 8 |
| Ccf Investments, Inc. | Greensboro, GA | Jan 2006 - Jun 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
| S63 | Uniform Securities State Law Examination | May 1997 |
- AK
- CO
- GA
- NM
- NY
- NC
- OH
- SD
- VA
- WV
- WY
-
Total Assets Under Management2,467MILLIONS
-
Total Number of Accounts8,713ACCOUNTS
-
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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