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Brian Leonard Habas

ALPHACORE CAPITAL LLC·LA JOLLA, California
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordALPHACORE CAPITAL LLC
875 PROSPECT STREET, LA JOLLA, CA 92037CRD# 3009436Firm CRD# 174346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Leonard Habas · LA JOLLA, CA
Registration
CRD #3009436 · ALPHACORE CAPITAL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALPHACORE CAPITAL LLC
CRD 174346 · SEC 801-108468
AUM
$2.4B
Regulatory assets under management
Employees
32
3,059 client accounts
Services offered by ALPHACORE CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ALPHACORE CAPITAL LLC →
Introduction

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Frequently Asked Questions

What services does Brian Leonard Habas offer?
Brian Leonard Habas specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LA JOLLA, California for a consultation.
What are Brian Leonard Habas's credentials?
Brian Leonard Habas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Leonard Habas located?
Brian Leonard Habas is based in LA JOLLA, California, working with ALPHACORE CAPITAL LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Brian Leonard Habas charge for services?
Brian Leonard Habas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPHACORE CAPITAL LLC?
ALPHACORE CAPITAL LLC has approximately 32 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALPHACORE CAPITAL LLC

Richard Gerard Pfister
LA JOLLA, CA
Eric Matthew Gerster
LA JOLLA, CA
Tricia Renee Zehr
LA JOLLA, CA

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Research
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