Business Description

Core Advisory, LLC is a comprehensive financial services firm specializing in retirement & estate planning. We are committed to helping you improve your long-term financial success. Our customized programs are designed to protect, conserve and grow your wealth by delivering an unprecedented level of personalized service and expertise.

General Information

Gender:

Male

CRD#:

4128386

States Licensed in:

MD,VA & DC

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations

Services

Investment Types:

Bonds, Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER (CFP®)

Securities Licenses:

Series 65, Series 24

Insurance and Annuity Licenses:

Long Term Care, Life

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Hourly, Flat Fee

Prepared By:

Joe Bonaccorsy

Most Recent Update:

08/07/2008