Osaic Wealth
47yrs
Top advisor by experience in Southfield
43yrs
Mark Everett Charnet
Financial advisor at Corecap Advisors
Mark Everett Charnet has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Southfield, Michigan. Mark has been with Corecap Advisors since 2018; before that, Mark spent a year at USA Financial Securities and three years at United Planners' Financial Services of America a Limited Partner. Corecap Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 523 advisors with offices in Southfield, and one of 471 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 2% by experience in Southfield
Office27777 Franklin Road Suite 700, Southfield, MI 48034
FirmCorecap Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$412,164
Advisors at the firm117
States licensed ?2 states
Services through Corecap Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowCorecap AdvisorsCurrent firm
- Jan 2017 – Apr 2018USA Financial Securities LLCPreviously
- 2014 – 2016
- 2006 – 2014BCG Securities, Inc.Previously
- Apr 2004 – Feb 2006SII Investments, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Corecap Advisors at 888-296-3360 and ask for Mark Everett Charnet. Mark works from the Southfield, MI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1983, about 43 years. Top 2% by experience in Southfield.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Corecap Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Skyoak Wealth
46yrs
Top advisor by experience at Skyoak Wealth
LPL Financial
45yrs
Top 1% by experience in Southfield
LPL Financial
44yrs
Top 1% by experience in Southfield
Cetera Investment Advisers
44yrs
Top 1% by experience in Southfield
MML Investors Services
44yrs
Top 1% by experience in Southfield