Core Advisors, Ltd.

Core Advisors, Ltd. (CRD# 145023) is a financial advisory firm headquartered in Chapin, SC. They manage $32,600,000 in 285 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $114,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Core Advisors, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas A. Gore
CRD#: 4261918
118 Columbia Avenue, Chapin, SC 29036
96
Wealthminder
score

Thomas Gore (CRD# 4261918) is an Investment Advisor Representative working at Core Advisors, Ltd. in Chapin, SC and has over 16 years of experience in the finance industry. Thomas Gore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Katherine M. Stokes
CRD#: 5642429
137 Amicks Ferry Road, Suite 101, Chapin, SC 29036
80
Wealthminder
score

Katherine Stokes (CRD# 5642429) is an Investment Advisor Representative working at Core Advisors, Ltd. in Chapin, SC and has 1 year of experience in the finance industry. Katherine Stokes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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