Avery Reese Markos
Investment adviser representative at Corecap Advisors
11 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
11 years in the industry.
- Corecap AdvisorsOct 2020 to now
- Wealth Trac FinancialOct 2019 to now
- Ae Wealth Management, LLCJun 2019 to Jan 2020
- Brokers International Financial Services, LLC.Jun 2018 to Jan 2019
- Trifound Financial LLCJun 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6733886
- Firm CRD
- 158819