BS
BS

Brian Spencer

5 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

19109 W. Catawba Ave, Suite 213, Cornelius, NC, 28031

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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

Brian is a Director of Credit, Board Member, and President at Furniture Manufacturers Credit Association dba Hooker Furniture Company, dedicating about a quarter of his time. He is also an Associate Marketing Director at Capital Choice Financial Services, selling life insurance and annuities for about 10-20% of his time, and a Dave Ramsey Preferred Coach at Aloft Financial, spending a few hours per week on financial coaching.

Employment History
Current Registrations
Corecap Advisors
January 2021 - Present · 5 yrs 1 mo
Corecap Investments, LLCBroker
May 2020 - Present · 5 yrs 9 mos
State Registrations8 states
FLNCNYOHPASCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.