William Harpe (CRD# 5857462) is an Investment Advisor Representative working at Corecap Advisors in Milledgeville, GA and has over 13 years of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 3059413
Stifel, Nicolaus & Company, Incorporated
CRD# 2859906
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corecap Investments, LLC | Southfield, MI | Oct 2019 - Current | 4 |
| Corecap Advisors, LLC | Southfield, MI | Oct 2019 - Current | 4 |
| Capital Choice Financial Services | Greensboro, GA | Aug 2012 - Current | 11 |
| New Hope Christian Fellowship | Mcintyre, GA | Feb 2002 - Current | 22 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Oct 2019 | 2 |
| Ccf Investments, Inc. | Greensboro, GA | Aug 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- AL
- CA
- CT
- FL
- GA
- IL
- IN
- KY
- LA
- MD
- 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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