Charlotte, NC 6100 Fairview Road Office
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CORE Advisory Group
Team
Firm-wide stats for CORE Advisory Group
About
CORE serves individuals (including high-net-worth clients), retirement plans, trusts, corporations and charitable organizations with discretionary asset management, retirement-plan consulting, financial planning, coaching and related advisory services. The firm reports managing roughly $338 million for about 1,141 clients through a team of ten advisors and delivers both portfolio management and planning services across its advisory representatives.
Investment work is delivered primarily on a discretionary basis using a mix of proprietary CORE model portfolios and access to multiple LPL-sponsored platforms and third‑party manager programs (including wrap and non-wrap solutions, model portfolios, and an algorithm-driven managed service). Advisory representatives gather client goals, risk tolerance and liquidity needs to set objectives and monitor accounts at least annually, and they may move client assets among platforms or sub-advisors to align with those objectives.
Notable distinctions include CORE’s role as sponsor and portfolio manager of a wrap-fee program offered on LPL’s SWM II platform and the firm’s networked structure of investment advisory representatives who operate in separate offices and DBAs. Unlike many peers, several CORE IARs are also registered representatives of LPL and licensed insurance agents and may offer commission-based financial and insurance products, and CORE retains a portion of advisory fees when its portfolio or CIO services are used — arrangements the brochure discloses as potential conflicts of interest.
Based on CORE Advisory Group
Expertise
Based on CORE Advisory Group
Location
6100 Fairview Road, Suite 1142
Charlotte NC 28210
Advisors at this office
3
Advisors at this office
Andrea K
Series 63, Series 65
Charlotte, NC
CORE Advisory Group
Andrea Kovacs is a financial advisor at CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Securities, Merrill Lynch, and Bank of America, as well as a period at the University of Virginia Darden School of Business. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting through a variety of investment strategies and platform solutions.
Catherine F
Series 65
Charlotte, NC
CORE Advisory Group
Catherine Fisher is a financial advisor at CORE Advisory Group with a Series 65 license and one year of industry experience. Her prior roles include positions at LPL Financial and Atrium Health, as well as work as a private nanny. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting through a range of portfolio strategies and platform solutions.
Jonathan S
Series 66
Charlotte, NC
CORE Advisory Group
Jonathan Swofford is a financial advisor at CORE Advisory Group in Charlotte, NC, holding a Series 66 designation with eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC for several years before joining CORE Advisory Group. CORE Advisory Group provides discretionary asset management, retirement-plan consulting, financial planning, and related advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations. The firm manages approximately $338 million across about 1,141 clients and utilizes a mix of proprietary model portfolios and third-party programs to tailor investment solutions.
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