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Richard Kinnard

Advisor at Corecap Advisors

Updated today

Location

Greensboro, GA 30642

Credentials

Series 63, Series 65

Industry experience

30 years

About

Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.

Client services

Based on Corecap Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Corecap Advisors

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments

Occupation focus

Based on Corecap Advisors

Self-Employed

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Fee options

Fixed

Negotiated flat fee for financial planning services

Percentage

0.5% to 3.00% annually

Project-based

Negotiated hourly rate for financial planning services

Location

1041 Founders Row

Greensboro, GA 30642

Most active in

Alabama · California · Connecticut · Georgia · Illinois · Indiana · Kentucky · Louisiana · Mississippi · Nevada · New Hampshire · North Carolina · Ohio · South Carolina · Texas · Virginia · Wisconsin

Work history

CoreCap Advisors

2020 - Present (6 years)

CoreCap Investments

2020 - Present (6 years)

Ameritas Investment Corp.

2017 - 2020 (3 years)

RSK Holdings LLC

2011 - Present (15 years)

RLK Marketing LLC

2006 - Present (20 years)

Capital Choice Financial Services

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Timothy P

ChFC®, Series 63, Series 66

Eatonton, GA

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Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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CFP®, Series 63, Series 65

Greensboro, GA

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Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Series 66

Greensboro, GA

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Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Gregory P

Series 63, Series 66

Greensboro, GA

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Private / alternative investments Real estate investing Wealth management
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Ralph L

CFP®, Series 63

Madison, GA

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Ralph Lancaster is a CFP® with 23 years of industry experience, currently serving at LongView Wealth Management. He has worked at M. S. Howells & Co. since 2023 and has been with LongView Wealth Management since 2015. He also has experience as an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through both discretionary and non-discretionary programs.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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