Charlotte, NC 5960 Fairview Rd. 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
5960 Fairview Rd., Ste. 104
Charlotte NC 28210
Advisors at this office
3
Advisors at this office
N G
Series 63, Series 65
Charlotte, NC
CORE Advisory Group
N Gregg is a financial advisor at CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at LPL Financial for 14 years and Equity Services, Inc. for five years. Outside of advisory services, Gregg is involved in managing Fairview Strategic Partners, an entity related to non-variable group and personal fixed insurance products. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $338 million for over 1,100 clients through a team-based approach utilizing proprietary model portfolios and multiple third-party platforms.
Joseph G
Series 66
Charlotte, NC
CORE Advisory Group
Joseph Giordano is a financial advisor with CORE Advisory Group in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Park Avenue Securities. Outside of advisory work, he is employed at Novant Health and has experience with Guardian Life Insurance Company. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management and financial planning services. The firm manages approximately $338 million for over 1,100 clients through a team of ten advisors, providing portfolio management using proprietary model portfolios alongside multiple third-party platforms.
James M
Series 63, Series 65
Charlotte, NC
CORE Advisory Group
James Mccollom is a financial advisor with CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Independent Advisor Alliance, LLC and LPL Financial. 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 and offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies tailored to clients’ objectives and risk profiles.
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