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Tricia Renee Zehr

ALPHACORE CAPITAL LLC·LA JOLLA, California
SIE, Series 7, Series 24, Series 31, Series 66Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 66
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 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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Other Advisors at ALPHACORE CAPITAL LLC

Richard Gerard Pfister
LA JOLLA, CA
Eric Matthew Gerster
LA JOLLA, CA
Brian Leonard Habas
LA JOLLA, CA

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