Michael Core, financial advisor Thousand Oaks CA

Michael Core

CRD Number: 4465810
Current Firm: Lincoln Financial Advisors Corporation

Michael Core (CRD# 4465810) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Thousand Oaks, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Westlake Village, CA Feb 2001 - Current 23
Michael D Core Cpa Thousand Oaks, CA Dec 1985 - Current 38
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Michael D. Core
Phone Number: 800-237-3813
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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