Core Wealth Advisors Inc
Legal Name: CORE WEALTH ADVISORS, INC.
Full Contact Details
Core Wealth Advisors Inc
124 SOUTH FLORIDA AVENUE, 4TH FLOOR, LAKELAND, FL
863-904-4745
863-940-4790
Other Info
Core Wealth Advisors, Inc. is a Florida-based corporation with 8 employees, 6 of whom are in advisory positions. The firm is registered with the SEC and has an approved status as of March 9, 2015. Despite having a small team, the firm is dedicated to serving its one client with professionalism and expertise in financial advisory services.
CORE Wealth Advisors Inc
Approach Plan People Community Connect Regulatory Account Login ApproachPlanPeopleCommunityConnect RegulatoryAccount Login Scroll Pointing Your Future in the Right Direction Pointing Your Future in the Right Direction CORE is built on the realization that financial planning and…
Direct Owners
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ANDREW TAYLOR FOSS
SHAREHOLDER owns more than 5% but less than 10%
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CHARLES TAYLOR FOSS
PRESIDENT owns 75% or more
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NATHAN HAROLD DUNHAM
VICE PRESIDENT owns more than 10% but less than 25%
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PAUL RICHARD WEAVER
CHIEF COMPLIANCE OFFICER owns less than 5%