Core Advisory Group
Core Advisory Group (CRD# 306661) is a financial advisory firm headquartered in Rock Hill, SC. They manage $238,224,870 in 1,444 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management238MILLION
-
Total Number of Accounts1,444ACCOUNTS
-
Average Account Value$164,976
- 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
- Pension consulting services
FL, GA, MS, NC, SC, TX
David Foulk (CRD# 4383955) is an Investment Advisor Representative working at Core Advisory Group in Charlotte, NC and has over 23 years of experience in the finance industry.
Joseph Giordano (CRD# 6703896) is an Investment Advisor Representative working at Core Advisory Group in Charlotte, NC and has over 7 years of experience in the finance industry.
N Gregg (CRD# 3143948) is an Investment Advisor Representative working at Core Advisory Group in Charlotte, NC and has over 25 years of experience in the finance industry.
Hiram Hutchison (CRD# 2427979) is an Investment Advisor Representative working at Core Advisory Group in Rock Hill, SC and has over 30 years of experience in the finance industry.
William King (CRD# 5945182) is an Investment Advisor Representative working at Core Advisory Group in Rock Hill, SC and has over 9 years of experience in the finance industry.
James McCollom (CRD# 3018906) is an Investment Advisor Representative working at Core Advisory Group in Charlotte, NC and has over 26 years of experience in the finance industry.
Meredith Strosser (CRD# 5894188) is an Investment Advisor Representative working at Core Advisory Group in Rock Hill, SC and has over 12 years of experience in the finance industry.
Korey White (CRD# 6746809) is an Investment Advisor Representative working at Core Advisory Group in Brookhaven, MS and has over 6 years of experience in the finance industry.