CORE Wealth Advisors

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

124 S Florida Ave Fl 4, Lakeland, Florid...

Phone Number

(863) 904-4745

Revenue

<$5 Million

Industry

Finance Securities Trading

About CORE Wealth Advisors

CORE Wealth Advisors was created on the realization that financial planning and wealth management is an evolving process. The company knows secure futures are built on a series of intentional decisions. And we're ready to help you every step of the way.Explore more
CORE Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CORE Wealth Advisors Org Chart

PhoneEmail
PW
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Director, Investments & Chief Compliance Offi...

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SR
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Manager, Compliance & Strategic Projects

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CORE Wealth Advisors

<$5M
11-50
Private
-
-
PW
Paul WeaverDirector, Investments & Chief Compliance Officer
$11.8M
11-50
Private
<$5M
1990
ST
Shaun TessmerVice President, Business Development
$11.3M
1-10
Private
-
1983
<$5M
1-10
Private
-
2022
MH
Melissa HintzVice President, Business & Client Operations
<$5M
11-50
Private
-
1995
AM
Alana MacyPartner, Wealth Advisor
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CORE Wealth Advisors Tech Stack

A closer look at the technologies used by CORE Wealth Advisors

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Frequently Asked Questions Regarding CORE Wealth Advisors

What is CORE Wealth Advisors's official website?
CORE Wealth Advisors's official website is www.corewealth.com
What is CORE Wealth Advisors's Revenue?
CORE Wealth Advisors's revenue is <$5 Million
What is CORE Wealth Advisors's SIC code?
CORE Wealth Advisors's SIC: 62,628
What is CORE Wealth Advisors's NAICS code?
CORE Wealth Advisors's NAICS: 52,523
How many employees does CORE Wealth Advisors have?
CORE Wealth Advisors has 11-50 employees
What industry does CORE Wealth Advisors belong to?
CORE Wealth Advisors is in the industry of: Finance, Securities Trading
What is CORE Wealth Advisors competition?
CORE Wealth Advisors top competitors include: Bloom Wealth Advisors, Exemplar Financial Network, Clariti Wealth Advisors, Polaris Private Wealth
What technology does CORE Wealth Advisors use?
Some of the popular technologies that CORE Wealth Advisors uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact CORE Wealth Advisors?
CORE Wealth Advisors contact info: Phone number: (863) 904-4745 Website: www.corewealth.com
What does CORE Wealth Advisors do?

CORE Wealth Advisors was created on the realization that financial planning and wealth management is an evolving process. The company knows secure futures are built on a series of intentional decisions. And we're ready to help you every step of the way.... Read More

What are CORE Wealth Advisors social media links?
CORE Wealth Advisors Linkedin page CORE Wealth Advisors Twitter page CORE Wealth Advisors Facebook page
Is CORE Wealth Advisors a public company?
CORE Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about CORE Wealth Advisors

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