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RK

Richard Len Kinnard

CORECAP ADVISORS

Greensboro, GA

·CRD# 2694520·30 years experience

Professional Summary

Richard Len Kinnard, who also goes by Dick Kinnard, Ricahrd Len Kinnard, is a registered financial advisor currently at CORECAP ADVISORS located in Greensboro, Georgia and CORECAP INVESTMENTS, LLC located in Greensboro, Georgia. Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Richard has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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

Dick Kinnard, Ricahrd Len Kinnard

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

30 years in the financial services industry

Current & Past Employments

CORECAP ADVISORS·CRD# 158819

RIA

1041 Founders Row, Greensboro, GA 30642

December 1, 2020 - Present

CORECAP INVESTMENTS, LLC·CRD# 37068

BD

1041 Founders Row, Greensboro, GA 30642

December 1, 2020 - Present

CORECAP INVESTMENTS, LLC·CRD# 37068

BD

Greensboro, GA

November 16, 2020 - November 16, 2020

AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869

RIA

Greensboro, GA

June 21, 2017 - December 14, 2020

AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869

BD

Greensboro, GA

June 21, 2017 - December 14, 2020

CAPITAL CHOICE INVESTMENT ADVISERS, INC.·CRD# 145932

RIA

Greensboro, GA

February 15, 2008 - June 21, 2017

CCF INVESTMENTS, INC.·CRD# 136571

BD

Greensboro, GA

December 21, 2005 - June 21, 2017

THE LEADERS GROUP, INC.·CRD# 37157

BD

Thomsville, GA

January 7, 1998 - December 31, 2005

FSC SECURITIES CORPORATION·CRD# 7461

BD

Atlanta, GA

July 15, 1996 - January 1, 1998

IFG NETWORK SECURITIES, INC.·CRD# 19948

BD

Atlanta, GA

April 16, 1996 - July 15, 1996

SUNAMERICA SECURITIES, INC.·CRD# 20068

BD

Phoenix, AZ

February 28, 1996 - April 30, 1996

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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.

Capital Choice Financial Services; Same as branch; Non-Inv Rel; Sales of fixed insurance products and sales of securities products; President and CEO; Start Date = 02/1996; Hrs/Mo = 160; Trading Hrs/Mo = 160; President and CEO of insurance agency and investment product * RLK Marketing LLC; 1601 Lighthouse Circle Greensboro Georgia 30642; Non-Inv Rel; Receives Richard L. Kinnard's commissions on life and health insurance and pays expenses as related to that business; Member; Start Date = 03/2006; Hrs/Mo = 20; Trading Hrs/Mo = 20; Owner and manager of all activities * RSK Holdings LLC; 1601 Lighthouse Circle Greensboro Georgia 30642; Non-Inv Rel; Owns , leases, and manages office buildings; Owner and member; Start Date = 09/2011; Hrs/Mo = 5; Trading Hrs/Mo = 5; Very few. Only owns one building which is leased to Capital Choice Financial Services, Inc

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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

Alabama
(12/1/2020)

IAR

Alabama
(12/3/2020)

RR

Alaska
(12/1/2020)

RR

Arizona
(12/1/2020)

RR

Arkansas
(12/1/2020)

RR

California
(12/1/2020)

IAR

California
(12/1/2020)

RR

Colorado
(12/1/2020)

RR

Connecticut
(12/1/2020)

IAR

Connecticut
(12/3/2020)

RR

Delaware
(12/1/2020)

RR

District of Columbia
(12/1/2020)

RR

Florida
(12/1/2020)

RR

Georgia
(12/1/2020)

IAR

Georgia
(12/2/2020)

RR

Hawaii
(12/1/2020)

RR

Idaho
(12/1/2020)

RR

Illinois
(12/1/2020)

IAR

Illinois
(12/2/2020)

RR

Indiana
(12/1/2020)

IAR

Indiana
(12/1/2020)

RR

Iowa
(12/1/2020)

RR

Kansas
(12/1/2020)

RR

Kentucky
(12/1/2020)

IAR

Kentucky
(12/7/2020)

RR

Louisiana
(12/1/2020)

IAR

Louisiana
(12/4/2020)

RR

Maine
(12/1/2020)

RR

Maryland
(12/1/2020)

RR

Massachusetts
(12/1/2020)

RR

Michigan
(12/1/2020)

RR

Minnesota
(12/1/2020)

RR

Mississippi
(12/1/2020)

IAR

Mississippi
(12/2/2020)

RR

Missouri
(12/1/2020)

RR

Montana
(12/1/2020)

RR

Nebraska
(12/1/2020)

RR

Nevada
(12/1/2020)

IAR

Nevada
(12/15/2020)

RR

New Hampshire
(12/1/2020)

IAR

New Hampshire
(12/1/2020)

RR

New Jersey
(12/1/2020)

RR

New Mexico
(12/1/2020)

RR

New York
(12/1/2020)

RR

North Carolina
(12/1/2020)

IAR

North Carolina
(12/9/2020)

RR

North Dakota
(12/1/2020)

RR

Ohio
(12/1/2020)

IAR

Ohio
(12/1/2020)

RR

Oklahoma
(12/1/2020)

RR

Oregon
(12/1/2020)

RR

Pennsylvania
(12/1/2020)

RR

Rhode Island
(12/1/2020)

RR

South Carolina
(12/1/2020)

IAR

South Carolina
(9/15/2021)

RR

South Dakota
(12/1/2020)

RR

Tennessee
(9/2/2021)

RR

Texas
(12/1/2020)

IAR

Texas
(12/1/2020)

RR

Utah
(12/1/2020)

RR

Vermont
(12/1/2020)

RR

Virgin Islands
(12/1/2020)

RR

Virginia
(12/1/2020)

IAR

Virginia
(12/2/2020)

RR

Washington
(12/1/2020)

RR

West Virginia
(12/1/2020)

RR

Wisconsin
(12/1/2020)

IAR

Wisconsin
(12/1/2020)

RR

Wyoming
(12/1/2020)

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 65 — Uniform Investment Adviser Law Examination

Passed Feb 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1996About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Feb 1996About the Series 26 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Richard Len Kinnard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RK

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