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Christine Mitchell Mccafferty

CORECAP ADVISORS
SOUTHFIELD, MI
·CRD# 1500902·32 years experience

Professional Summary

Christine Mitchell Mccafferty, who also goes by Christine Mitchell Mccafferty, Christine Mae Mitchell, is a registered financial advisor currently at CORECAP ADVISORS located in Southfield, Michigan and CORECAP INVESTMENTS, LLC located in Southfield, Michigan. Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Christine has worked at 15 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christine Mitchell Mccafferty, Christine Mae Mitchell

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

CORECAP ADVISORS·CRD# 158819
RIA
27777 Franklin Road Suite 700, Southfield, MI 48034
July 5, 2022 - Present
CORECAP INVESTMENTS, LLC·CRD# 37068
BD
27777 Franklin Road Suite 700, Southfield, MI 48034
July 5, 2022 - Present
INTEGRITY ALLIANCE, LLC.·CRD# 139627
RIA
St Clair Shores, MI
August 31, 2018 - July 5, 2022
INTEGRITY ALLIANCE, LLC.·CRD# 139627
BD
St Clair Shores, MI
August 30, 2018 - July 5, 2022
FORETHOUGHT INVESTMENTS·CRD# 289919
RIA
Mesa, AZ
November 3, 2017 - August 1, 2018
HORACE MANN INVESTORS, INC.·CRD# 11643
BD
Prescott, AZ
November 22, 2016 - June 22, 2017
FORESTERS EQUITY SERVICES, INC.·CRD# 18464
RIA
St Clair Shores, MI
September 30, 2015 - November 14, 2016
FORESTERS EQUITY SERVICES, INC.·CRD# 18464
BD
San Diego, CA
September 29, 2015 - November 14, 2016
INVESTMENT RESEARCH CORP·CRD# 108208
RIA
St Clair Shore, MI
September 12, 2011 - September 23, 2015
WORLD CAPITAL BROKERAGE, INC.·CRD# 37
BD
Denver, CO
August 23, 2011 - September 23, 2015
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Springfield, MA
June 7, 2011 - September 8, 2011
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
April 21, 2011 - September 8, 2011
QUEST CAPITAL STRATEGIES, INC.·CRD# 16783
RIA
St Clair Shores, MI
February 25, 2009 - April 28, 2011
QUEST CAPITAL STRATEGIES, INC.·CRD# 16783
BD
Laguna Hills, CA
December 4, 2006 - April 28, 2011
TD AMERITRADE, INC.·CRD# 7870
RIA
Birmingham, MI
August 11, 2004 - December 2, 2004
TD AMERITRADE, INC.·CRD# 7870
BD
Omaha, NE
February 12, 2004 - December 2, 2004
QUEST CAPITAL STRATEGIES, INC.·CRD# 16783
BD
Laguna Hills, CA
September 28, 2001 - February 18, 2004
INSIGHT SECURITIES, INC.·CRD# 5611
BD
Highland Park, IL
May 18, 1999 - October 2, 2001
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
June 21, 1995 - May 25, 1999
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
November 23, 1994 - June 5, 1995
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
November 23, 1994 - June 5, 1995

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Current Firm

CA
CORECAP ADVISORS

ADVANTAGE BENEFITS & RETIREMENT | WOOSTER FINANCIAL | WEALTH TRAC MANAGEMENT | WEALTH TRAC FINANCIAL LLC | WEALTH TRAC FINANCIAL | WEALTH GUIDE FINANCIAL | VOYAGEUR ADVISORY GROUP | VFG ASSOCIATES | TRUE NORTH ADVISORS | TREW FINANCIAL & BENEFITS GROUP, INC. | TOTAL BENEFIT SERVICES | TORO FINANCIAL | TLC WEALTH | TLC INSURANCE GROUP | TELLURIDE FINANCIAL, INC. | TBS RETIREMENT PLANNING | TALLOU FINANCIAL SERVICES | STRATEGIC PLANNING GROUP | STIVERS LAW | STIVERS FINANCIAL SERVICES | SPLIZER INVEST | SPEIR FINANCIAL SERVICES | SPARTAN FINANCIAL GROUP | SOULENCE TAX & WEALTH ADVISORS | SOLOMON FINANCIAL | SMITHS FINANCIAL SOLUTIONS | SMITH FINANCIAL SOLUTIONS | SLEEP WELL RETIREMENT | SKOLNIK RETIREMENT SOLUTIONS, LLC | SIS FINANCIAL GROUP | SIMASKO FINANCIAL | SENIOR HEALTH BENEFITS | SECURE RETIREMENT QUESTS | SECURE MY FUNDS | SECURE INCOME SOLUTIONS | SAA FINANCIAL | RUNESTAD FINANCIAL SERVICES, LTD | ROMAIN FINANCIAL | RJP ESTATE PLANNING | REITER FINANCIAL SERVICES | RED KITE CAPITAL | QUEST FINANCIAL | PRINCIPIUM TACTICAL WEALTH MANAGEMENT | PRINCIPIUM | PRESERVE WEALTH OKLAHOMA | PETTIFORD FINANCIAL AND WEALTH MANAGEMENT | PETERSON HARRIS, INC. | PATHWAY FINANCIAL GROUP | OWRS | ORAY-KING WEALTH ADVISORS | ODYSSEY PRIVATE WEALTH | NICOLE E. BREW & CREW | NICOLE BREWER & ASSOCIATES | NEXT FRONTIER FINANCIAL | NEW ERA FINANCIAL, LLC | MIDWEST RETIREMENT ADVISORS | METROKAS KAMISON ASSOCIATES | METHOD INVESTMENT GROUP | MANNOR FINANCIAL SERVICES | MANNOR FINANCIAL GROUP | LOVELESS FINANCIAL GROUP, LLC | LMA FINANCIAL SERVICES | LIFESTYLE WEALTH MANAGEMENT | LIFE INCOME MANAGEMENT | LEISER FINANCIAL | LASTER FINANCIAL | LAKE COUNTY FINANCIAL GROUP | LABADIE FINANCIAL | KRISTOPHER CURTIS FINANCIAL | KLAUENBERG RETIREMENT SOLUTIONS | KCS FINANCIAL GROUP | KAPONO CHUN & ASSOCIATES | JOSEPH FINANCIAL GROUP | JM FINANCIAL & ACCOUNTING SERVICES | JM FINANCIAL & ACCOUNT SERVICES | JERCON WEALTH MANAGEMENT | JACKSON KENNEDY | INTEGRA FINANCIAL PLANNING, LLC | INSURANCE ADVANTAGE & LMA FINANCIAL SERVICES | INGOLD GROUP, LLC | HORIZON INSURANCE BROKERAGE GROUP, LLC | HAKIM FINANCIAL. INC. | HAKIM FINANCIAL | GOLDLINE FINANCIAL | GILLIKIN & ASSOCIATES | GET MY BENCHMARK | GEARY AGENCY | GAUCI & ASSOCIATES | G&H FINANCIAL GROUP | FRONTIER WEALTH MANAGEMENT | FREEDOM WEALTH MANAGEMENT | FORT WEALTH MANAGEMENT | FOREVER FREE FINANCIAL | FIRST FINANCIAL GROUP USA | FINANCIAL FITNESS | FFI | EXECUTIVE PLAN SERVICES | EXECUTIVE FINANCIAL GROUP | ESTATE PLANNING & PRESERVATION | ESPERO & PARTNERS | EDGEROCK WEALTH MANAGEMENT | DWORETSKY FINANCIAL | DUGAN BROWN | DIGNITY LIFE MARKETING GROUP, LLC | DAN WHITE & ASSOCIATES | CROSSROADS ADVISORY GROUP | CREATIVE FINANCIAL SOLUTIONS | CREATIVE ASSET CONSULTANTS, INC. | COUGHLIN WEALTH MANAGEMENT, LLC | CORNERSTONE FINANCIAL SERVICES, LLC | CORNERSTONE FINANCIAL SERVICES | CORECAP ADVISORS, LLC | CORECAP ADVISORS, INC. | CORECAP ADVISORS | CORE CAPITAL ADVISORS | COOPER AND ADEL FINANCIAL | COOPER ADEL VU FINANCIAL | COOPER ADEL & VU FINANCIAL | CONVERGENCE FINANCIAL ADVISORS, INC. | CONVERGENCE FINANCIAL ADVISORS | CONNERS WEALTH MANAGEMENT | COMMONWEALTH STRATEGY ADVISORS | CITY CENTER FINANCIAL | CFS | CASTLE WEST FINANCIAL, LLC | CAPITAL CHOICE SOUTHWEST | CAPITAL CHOICE FINANCIAL SERVICES | CAPITAL CHOICE FINANCIAL GROUP | CAPITAL CHOICE | BURLOS MARKETING | BRAD MAY & ASSOCIATES AGENCY INC. | BISHOP WEALTH PLANNING | BETTER LIFE FINANCIAL GROUP | BETH MOORES FINANCIAL | BENCHMARK | BALANCED PROFITS | B MAY & ASSOCIATES | AZOURY FINANCIAL | ASSET WEALTH MANAGEMENT | ASSET MANAGEMENT & ADVISORY SERVICES OF LEE COUNTY | ARCH BENEFITS GROUP | APEX WEALTH MANAGEMENT | ANDRIKOS FINANCIAL PARTNERS | AMERICAN PROSPERITY GROUP, LLC | ALPHA ADVISORS | ALPERT RETIREMENT ADVISING | AFFORDABLE INSURANCE NETWORK

CRD#: 158819 / SEC#: 801-72687
RIA
Registered Investment Advisory firm - SEC (8/30/2011 Approved)
Illinois
Registered Investment Advisory firm - Illinois (6/21/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

27777 Franklin Road Suite 700, Southfield, MI 48034

Phone Number

(888) 296-3360

# of Employees

116

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CCA FORM ADV PART 2A MARCH 2026 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

9,677

AUM (Assets Under Management)

$3,986,624,254

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

*Advantage Benefits Retirement Services, LLC; Investment Related: N; 136 Grove Ave, Prescott AZ; Insurance; Insurance agent; 05/2017; 20 hours per month, 10 hours per month during securities trading; Sales Medicare-Health Insurance

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CORECAP ADVISORS

ADVANTAGE BENEFITS & RETIREMENT | WOOSTER FINANCIAL | WEALTH TRAC MANAGEMENT | WEALTH TRAC FINANCIAL LLC | WEALTH TRAC FINANCIAL | WEALTH GUIDE FINANCIAL | VOYAGEUR ADVISORY GROUP | VFG ASSOCIATES | TRUE NORTH ADVISORS | TREW FINANCIAL & BENEFITS GROUP, INC. | TOTAL BENEFIT SERVICES | TORO FINANCIAL | TLC WEALTH | TLC INSURANCE GROUP | TELLURIDE FINANCIAL, INC. | TBS RETIREMENT PLANNING | TALLOU FINANCIAL SERVICES | STRATEGIC PLANNING GROUP | STIVERS LAW | STIVERS FINANCIAL SERVICES | SPLIZER INVEST | SPEIR FINANCIAL SERVICES | SPARTAN FINANCIAL GROUP | SOULENCE TAX & WEALTH ADVISORS | SOLOMON FINANCIAL | SMITHS FINANCIAL SOLUTIONS | SMITH FINANCIAL SOLUTIONS | SLEEP WELL RETIREMENT | SKOLNIK RETIREMENT SOLUTIONS, LLC | SIS FINANCIAL GROUP | SIMASKO FINANCIAL | SENIOR HEALTH BENEFITS | SECURE RETIREMENT QUESTS | SECURE MY FUNDS | SECURE INCOME SOLUTIONS | SAA FINANCIAL | RUNESTAD FINANCIAL SERVICES, LTD | ROMAIN FINANCIAL | RJP ESTATE PLANNING | REITER FINANCIAL SERVICES | RED KITE CAPITAL | QUEST FINANCIAL | PRINCIPIUM TACTICAL WEALTH MANAGEMENT | PRINCIPIUM | PRESERVE WEALTH OKLAHOMA | PETTIFORD FINANCIAL AND WEALTH MANAGEMENT | PETERSON HARRIS, INC. | PATHWAY FINANCIAL GROUP | OWRS | ORAY-KING WEALTH ADVISORS | ODYSSEY PRIVATE WEALTH | NICOLE E. BREW & CREW | NICOLE BREWER & ASSOCIATES | NEXT FRONTIER FINANCIAL | NEW ERA FINANCIAL, LLC | MIDWEST RETIREMENT ADVISORS | METROKAS KAMISON ASSOCIATES | METHOD INVESTMENT GROUP | MANNOR FINANCIAL SERVICES | MANNOR FINANCIAL GROUP | LOVELESS FINANCIAL GROUP, LLC | LMA FINANCIAL SERVICES | LIFESTYLE WEALTH MANAGEMENT | LIFE INCOME MANAGEMENT | LEISER FINANCIAL | LASTER FINANCIAL | LAKE COUNTY FINANCIAL GROUP | LABADIE FINANCIAL | KRISTOPHER CURTIS FINANCIAL | KLAUENBERG RETIREMENT SOLUTIONS | KCS FINANCIAL GROUP | KAPONO CHUN & ASSOCIATES | JOSEPH FINANCIAL GROUP | JM FINANCIAL & ACCOUNTING SERVICES | JM FINANCIAL & ACCOUNT SERVICES | JERCON WEALTH MANAGEMENT | JACKSON KENNEDY | INTEGRA FINANCIAL PLANNING, LLC | INSURANCE ADVANTAGE & LMA FINANCIAL SERVICES | INGOLD GROUP, LLC | HORIZON INSURANCE BROKERAGE GROUP, LLC | HAKIM FINANCIAL. INC. | HAKIM FINANCIAL | GOLDLINE FINANCIAL | GILLIKIN & ASSOCIATES | GET MY BENCHMARK | GEARY AGENCY | GAUCI & ASSOCIATES | G&H FINANCIAL GROUP | FRONTIER WEALTH MANAGEMENT | FREEDOM WEALTH MANAGEMENT | FORT WEALTH MANAGEMENT | FOREVER FREE FINANCIAL | FIRST FINANCIAL GROUP USA | FINANCIAL FITNESS | FFI | EXECUTIVE PLAN SERVICES | EXECUTIVE FINANCIAL GROUP | ESTATE PLANNING & PRESERVATION | ESPERO & PARTNERS | EDGEROCK WEALTH MANAGEMENT | DWORETSKY FINANCIAL | DUGAN BROWN | DIGNITY LIFE MARKETING GROUP, LLC | DAN WHITE & ASSOCIATES | CROSSROADS ADVISORY GROUP | CREATIVE FINANCIAL SOLUTIONS | CREATIVE ASSET CONSULTANTS, INC. | COUGHLIN WEALTH MANAGEMENT, LLC | CORNERSTONE FINANCIAL SERVICES, LLC | CORNERSTONE FINANCIAL SERVICES | CORECAP ADVISORS, LLC | CORECAP ADVISORS, INC. | CORECAP ADVISORS | CORE CAPITAL ADVISORS | COOPER AND ADEL FINANCIAL | COOPER ADEL VU FINANCIAL | COOPER ADEL & VU FINANCIAL | CONVERGENCE FINANCIAL ADVISORS, INC. | CONVERGENCE FINANCIAL ADVISORS | CONNERS WEALTH MANAGEMENT | COMMONWEALTH STRATEGY ADVISORS | CITY CENTER FINANCIAL | CFS | CASTLE WEST FINANCIAL, LLC | CAPITAL CHOICE SOUTHWEST | CAPITAL CHOICE FINANCIAL SERVICES | CAPITAL CHOICE FINANCIAL GROUP | CAPITAL CHOICE | BURLOS MARKETING | BRAD MAY & ASSOCIATES AGENCY INC. | BISHOP WEALTH PLANNING | BETTER LIFE FINANCIAL GROUP | BETH MOORES FINANCIAL | BENCHMARK | BALANCED PROFITS | B MAY & ASSOCIATES | AZOURY FINANCIAL | ASSET WEALTH MANAGEMENT | ASSET MANAGEMENT & ADVISORY SERVICES OF LEE COUNTY | ARCH BENEFITS GROUP | APEX WEALTH MANAGEMENT | ANDRIKOS FINANCIAL PARTNERS | AMERICAN PROSPERITY GROUP, LLC | ALPHA ADVISORS | ALPERT RETIREMENT ADVISING | AFFORDABLE INSURANCE NETWORK

CRD#: 158819 / SEC#: 801-72687
RIA
Registered Investment Advisory firm - SEC (8/30/2011 Approved)
Illinois
Registered Investment Advisory firm - Illinois (6/21/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(7/5/2022)
IAR
Arizona
(7/13/2022)
RR
Michigan
(7/5/2022)
IAR
Michigan
(7/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1994About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christine Mitchell Mccafferty's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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