BA
BA

Boris Jovan Andrikos

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Boris is an independent insurance agent with Andrikos Financial Partners, LLC since 2015, providing insurance services and handling employee benefits for an automotive supplier. This takes about 10-20% of his time.

Employment History
Current Registrations
Corecap Advisors
January 2017 - Present · 9 yrs 1 mo
Corecap Investments, LLCBroker
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
Foresters Equity Services, INC.Broker
June 2012 - October 2014 · 2 yrs 4 mos
Fortune Financial Services, INC.Broker
November 2007 - June 2012 · 4 yrs 7 mos
Questar Capital CorporationBroker
December 2006 - October 2007 · 10 mos
Usallianz Securities, INC.Broker
November 2005 - December 2006 · 1 yr 1 mo
Intervest International Equities CorporationBroker
January 2004 - November 2005 · 1 yr 10 mos
Usallianz Securities, INC.Broker
September 2000 - December 2003 · 3 yrs 3 mos
Pruco Securities CorporationBroker
December 1992 - August 2000 · 7 yrs 8 mos
State Registrations6 states
ALFLMIPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.