David J. Hirz

CORE CAPITAL ADVISORS

OLYMPIA, WA 98506

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CRD#: 4010244

Professional summary

David Joel Hirz, CFP® is a registered financial advisor currently at CORE CAPITAL ADVISORS, LLC located in Olympia, Washington.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Tanglewood & Northwood Apartments 2101 101st Ave SW Olympia, WA 98512 Member of LLC that owns and manages investment property since 2006. Act as property manager and spend approximately 20 hours a month in this capacity. Approximately 4 hours per month are spent during securities trading hours. Autumn Run Stables 2404 103rd Lane SW Olympia, WA 98512 Member of LLC that owns and operates a horse boarding facility and pony carousel business since 09/2017. I work on repairs and upkeep as needed at the property spending approximately 20 hours per month in that capacity. Approximately 6 hours per month are spent during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Joel Hirz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 13, 2004 - Present

CORE CAPITAL ADVISORS, LLC

Office #1: 2011 State Ave Ne, Olympia, WA 98506

RIA

CRD#: 132936

OLYMPIA, WA

Past

March 19, 2001 - December 31, 2002

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

LAKEWOOD, WA

Past

February 26, 2001 - September 30, 2004

SUMMIT CAPITAL ADVISORS

RIA

CRD#: 116737

LAKEWOOD, WA

Past

February 9, 2001 - July 16, 2004

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

BOCA RATON, FL

Past

October 13, 1999 - February 11, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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.

Highlighted states indicate IAR registrations

IAR

Washington
(10/13/2004)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/12/1999

General Securities Representative Examination

Current Firm

CORE CAPITAL ADVISORS, LLC

CRD#: 132936 / SEC#:

Washington

Registered Investment Advisory firm - (10/13/2004 Approved)

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Contact information

Main Address

2011 State Ave Ne, Olympia, WA 98506

Mailing Address

Phone number

(360) 493-2145

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 3,466,955

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David J. Hirz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Joel Hirz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORE CAPITAL ADVISORS, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT CAPITAL ADVISORS

SUMMIT BROKERAGE SERVICES, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/1999

Series 63

Date: 11/13/1999

Series 7

Date: 10/12/1999

Current Firm

CORE CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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