David
Curiel
Alphacore Capital LLC
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About this Advisor
David Curiel is a financial advisor based in La Jolla, California, working with Alphacore Capital LLC. David has previously held positions at Life Credit Company and Alphacore Capital LLC. David has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, David is part of Alphacore Capital LLC, which operates out of La Jolla, California. The firm has 8 offices and 32 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Alphacore Capital LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alphacore Capital LLC Brokerage Details
$2,441,972,009
32
3,059
$798,291
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
David Curiel Work History
Alphacore Capital LLC
Life Credit Company
Disclosures
Please visit the SEC profile of David Curiel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alphacore Capital LLC
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
Loomis, CA
La Jolla, CA
La Jolla, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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