Whitney Lynn House
Investment adviser representative at Corecap Advisors
13 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
13 years in the industry.
- Corecap Advisors, LLCJun 2023 to now
- Insurance AdvantageAug 2021 to now
- Sherwin WilliamsDec 2016 to Aug 2021
- Smithsonian Art CenterJun 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 7767987
- Firm CRD
- 158819