Richard Kinnard (CRD# 2694520) is an Investment Advisor Representative working at Corecap Advisors in Greensboro, GA and has over 28 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6374744
Edward Jones
CRD# 1247696
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corecap Investments | Southfield, MI | Dec 2020 - Current | 3 |
| Corecap Advisors | Southfield, MI | Dec 2020 - Current | 3 |
| Rsk Holdings LLC | Greensboro, GA | Sep 2011 - Current | 12 |
| Rlk Marketing LLC | Greensboro, GA | Mar 2006 - Current | 18 |
| Capital Choice Financial Services | Greensboro, GA | Feb 1996 - Current | 28 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Nov 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- AL
- CA
- CT
- GA
- IL
- IN
- KY
- LA
- MS
- NV
- NH
- NC
- OH
- SC
- TX
- VA
- WI
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Total Assets Under Management2,467MILLIONS
-
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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