Alejandra Navarro
Investment adviser representative at Corecap Advisors
19 yearsExperience
1 stateRegistered in
$4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Corecap AdvisorsFeb 2022 to now
- Corecap InvestmentsNov 2019 to now
- Tracie Mccormick TruckingMay 2017 to now
- Capital Choice Financial ServicesMar 2007 to now
- K & B TransportationJan 2018 to Jun 2018
- Ameritas Investment Corp.Jun 2017 to Nov 2019
- Cortes TruckingOct 2016 to Dec 2017
- Ccf InvestmentsNov 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corecap Advisors
Legal name: Corecap Advisors, LLC
$4BAssets managed
9,677Clients
117Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6378602
- Firm CRD
- 158819