Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. (CRD# 174386) is a financial advisory firm headquartered in Lakeland, FL. They manage $506,426,918 in 936 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management506MILLION
-
Total Number of Accounts936ACCOUNTS
-
Average Account Value$541,054
- 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)
CT, FL, GA, NC, NY, PA, TN, TX
Nathan Dunham (CRD# 4727016) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 24 years of experience in the finance industry.
Michael Ehlenbeck (CRD# 6550161) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 8 years of experience in the finance industry.
Andrew Foss (CRD# 6271505) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 8 years of experience in the finance industry.
Charles Foss (CRD# 4633605) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 20 years of experience in the finance industry.
Paul Weaver (CRD# 5475305) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 6 years of experience in the finance industry.
Benjamin Greenman (CRD# 7809109) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has 1 year of experience in the finance industry.
Kenneth Moore (CRD# 7558948) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has 1 year of experience in the finance industry.
Derek Stross (CRD# 7652201) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has 1 year of experience in the finance industry.