Steven
Goodman
Corecap Advisors
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About this Advisor
Steven Goodman is a financial advisor based in Greensboro, North Carolina, working with Corecap Advisors. Steven has previously held positions at Edward Jones, First National Valuations, Cetera Financial Specialists LLC, Vulcan Construction Co, Cetera Investment Advisers LLC, Haviland Aldridge, Allstate Insurance Company, Fidelity Investments, Coppell Advisory Solutions, LLC Dba Fusion Capital Management, Belmont Capital Advisors, Alphastar Capital Management, LLC, Haviland Aldridge Financial, Dempsey Lord Smith, LLC, Corecap Advisors, LLC, and Corecap Investments, LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Steven is part of Corecap Advisors, which operates out of Greensboro, North Carolina. The firm has 40 offices and 111 employees. Corecap Advisors manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Corecap Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$3,167,350,865
111
9,157
$345,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Steven Goodman Work History
Corecap Advisors, LLC
Corecap Investments, LLC
Haviland Aldridge Financial
Dempsey Lord Smith, LLC
Alphastar Capital Management, LLC
Coppell Advisory Solutions, LLC Dba Fusion Capital Management
Belmont Capital Advisors
Fidelity Investments
Allstate Insurance Company
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Vulcan Construction Co
Edward Jones
Haviland Aldridge
First National Valuations
Disclosures
Please visit the SEC profile of Steven Goodman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corecap Advisors
Chicago, IL
Orem, UT
Southfield, MI
Jacksonville, AR
Southfield, MI
Southfield, MI
Centerburg, OH
Southfield, MI
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