Core Financial

Core Financial (CRD# 155205) is a financial advisory firm headquartered in Venice, CA. They manage $140,823,196 in 795 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    795
    ACCOUNTS
  • Average Account Value
    $177,136
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
  • Pension consulting services
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.

CA, LA, MD, TX

Financial Advisors at Core Financial
Showing 1 - 3 of 3 top financial advisors.
1
Jose L. Vitela
CRD#: 4537649
700 Main Street, #15, Venice, CA 90291
96
Wealthminder
score

Jose Vitela (CRD# 4537649) is an Investment Advisor Representative working at Core Financial in Venice, CA and has over 14 years of experience in the finance industry. Jose Vitela 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
Bradley S. Hammerman
CRD#: 5407320
700 Main Street, Unit 15, Venice, CA 90291
93
Wealthminder
score

Bradley Hammerman (CRD# 5407320) is an Investment Advisor Representative working at Core Financial in Venice, CA and has over 9 years of experience in the finance industry. Bradley Hammerman 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.

3
John C. Koudsi
CRD#: 2724676
700 Main Street, Unit 15, Venice, CA 90291
86
Wealthminder
score

John Koudsi (CRD# 2724676) is an Investment Advisor Representative working at Core Financial in Venice, CA and has over 20 years of experience in the finance industry. John Koudsi 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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