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Brian S
Series 63, Series 65
Cornelius, NC
Corecap Advisors
Brian Spencer is a financial advisor at CoreCap Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors and affiliated entities since 2018. Spencer is also the President and Director of Credit at Hooker Furniture Company and serves on its Board of Directors. Additionally, he is an Associate Marketing Director for Capital Choice Financial Services and a Dave Ramsey Preferred Coach with Aloft Financial. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s investment approach is relationship-oriented and long-term, with a focus on mutual funds, ETFs, equities, and bonds, and it offers tax-efficient services and oversight of affiliated managers.
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