Kristina
Cagle
Alphacore Capital LLC
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About this Advisor
Kristina Cagle is a financial advisor based in Loomis, California, working with Alphacore Capital LLC. Kristina has previously held positions at Altegris Investments Inc, Fidelity Investments, Fidelity Personal And Workplace Advisors, Altegris/Artivest, and Alphacore Capital LLC. Kristina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, New York, and Texas. Currently, Kristina is part of Alphacore Capital LLC, which operates out of Loomis, 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
Kristina Cagle Work History
Alphacore Capital LLC
Altegris/Artivest
Fidelity Personal And Workplace Advisors
Fidelity Investments
Altegris Investments Inc
Disclosures
Please visit the SEC profile of Kristina Cagle 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
Mckinney, TX
La Jolla, CA
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