Unclaimed Profile

Tricia Renee Zehr

ALPHACORE CAPITAL LLC·LA JOLLA, California

Clean recordALPHACORE CAPITAL LLC

875 PROSPECT STREET, LA JOLLA, CA 92037CRD# 3184788Firm CRD# 174346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tricia Renee Zehr · LA JOLLA, CA

Registration

CRD #3184788 · ALPHACORE CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tricia Renee Zehr is a registered financial advisor based in LA JOLLA, California, affiliated with ALPHACORE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALPHACORE CAPITAL LLC

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHACORE CAPITAL LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3184788

Firm CRD# 174346

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tricia Renee Zehr offer?

Tricia Renee Zehr 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 Tricia Renee Zehr's credentials?

Tricia Renee Zehr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tricia Renee Zehr located?

Tricia Renee Zehr 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 Tricia Renee Zehr charge for services?

Tricia Renee Zehr'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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