Alphacore Wealth Advisory
We believe your financial world deserves a unique approach. Our team of experienced professionals prioritizes your goals, crafting personalized plans that go beyond the ordinary. AlphaCore Wealth Advisory is a Southern-California based, independent registered investment advisory firm with a national presence providing comprehensive wealth planning services and differentiated investment solutions across both public and private markets. Our approach focuses on managing risk, minimizing downside market volatility, and maximizing after-tax returns to help you achieve your financial goals. At AlphaCore, your trust is our driving force – this is the AlphaCore difference, redefining the next generation of wealth management. Let’s work together to uncover your alpha. Important Information: Clicking the “Like” button should not be considered a recommendation or testimonial or endorsement about security, service, product, or any associated person. For additional information about AlphaCore's social media guidelines, please visit: https://alphacore.com/alphacore-social-media/
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Verified contacts
82
available on Kipplo
LinkedIn employees
98
51 to 200 range
Open roles
2
across 2 depts
Distinct roles
50
indexed titles
Tech stack
2
tools in use
Monthly traffic
297
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
82 contacts with verified email or phone · masked until revealed.
- KC
Kristina Cagle
Senior Wealth Advisor, Partner · Finance & Accounting
EmailPhone - TD
Tonya Dupree
Director of Operations · Operations
EmailPhone - BM
Brian Marvin
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CM
Chris Maudlin
Senior Wealth Advisor · Finance & Accounting
EmailPhone - ED
Edward Durica
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MS
Marc Seward
Senior Wealth Manager · Finance & Accounting
EmailPhone - MS
Melissa Silverthorn
Compliance Supervisor · Finance & Accounting
EmailPhone - SW
Stephanie Williams
Senior Wealth Advisor · Finance & Accounting
EmailPhone - TO
Troy Owens
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 82 verified contacts
Top roles at Alphacore Wealth Advisory
50 distinct titles indexed · top 10 shown.
- 7senior wealth advisor
- 6wealth advisor
- 3spc financial, inc
- 2chief executive officer founder
- 2chief operating officer
- 2client service and operations specialist
- 2compliance manager
- 2information technology manager
- 2senior manager, client service and operations
- 2senior wealth advisor, partner
- +40more titles
Sign up to unlock all 82 contacts at Alphacore Wealth Advisory
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