user avatar

William Kirby Harpe

Advisor at Corecap Advisors — Milledgeville, GA

Updated today

Credentials

Series 66

Experience

15 years

Location

Milledgeville, GA

Corecap Advisors logo

Corecap Advisors

Multi-team

Total advisors

117

Across 50 offices

Clients per advisor

83 High

Avg AUM per client

$412,164 Low

HNW client ratio

10% Low

About

William Harpe is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors since 2019. Outside of his advisory role, Harpe serves as a pastor at New Hope Christian Fellowship, a Southern Baptist church. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

See office

Milledgeville, GA

Milledgeville GA

Advisors at this office

1

Most active in

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

Work history

15 years of industry experience

CoreCap Advisors, LLC

2019 - Present • 7 years

Southfield, MI

CoreCap Investments, LLC

2019 - Present • 7 years

Southfield, MI

Ameritas Investment Corp.

2017 - 2019 • 2 years

Lincoln, NE

Capital Choice Financial Services

2012 - Present • 14 years

Greensboro, GA

Ccf Investments, Inc

2012 - 2017 • 5 years

Greensboro, GA

New Hope Christian Fellowship

2002 - Present • 24 years

McIntyre, GA

Disclosures

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

Business activities & affiliations

user avatar

Allix D

Series 63, Series 65

Milledgeville, GA

Csenge Advisory Group, LLC

Allix Dennis is a financial advisor at Csenge Advisory Group, LLC with 24 years of industry experience. Dennis holds Series 63 and Series 65 credentials and has worked at firms including Lion Street Financial and M Holdings Securities. Outside of advisory work, Dennis owns ACD Planning LLC, a business involved in insurance and annuity sales and policy management, and serves as a co-trustee of a family testamentary trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach that integrates fundamental and technical analysis and offers customized portfolio management through discretionary and model-based allocations.

Founder/Business Owner Retired Approaching retirement
user avatar

William C

CFP®, Series 66

Milledgeville, GA

Kestra Advisory

William Clifton is a CFP® professional with nine years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior experience includes roles at Kestra Investment Services and ProEquities, Inc. In addition to his advisory work, he operates under the dba Protective Financial Services, providing financial planning and life insurance services in Milledgeville, GA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Dannielle M

Series 63, Series 65

Milledgeville, GA

Kestra Advisory

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Quinton M

Series 66, Series 63

Milledgeville, GA

Empower Advisory Group

Quinton Machado is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Empower Financial Services and several educational and nonprofit organizations such as Cedarville University and High Point Camp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and operates with a tightly integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Colin M

Series 66

Milledgeville, GA

Kestra Advisory

Colin Mcculley is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. Prior to his current role beginning in 2022, he worked at Concourse Financial Group Securities for seven years. Outside of advising, he serves as a board member for Sinclair Baptist Church and instructs pistol and rifle safety courses in middle Georgia. He also manages a family tree farm near Milledgeville, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving a range of clients that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Christopher B

Series 66

Milledgeville, GA

Edward Jones

Christopher Babb is a financial advisor at Edward Jones in Milledgeville, GA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously spent ten years at Georgia Military College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")