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Carlos Alcala

ALTERA PRIVATE ACCESS, LLC·ATLANTA, Georgia
SIE, Series 79Clean recordALTERA PRIVATE ACCESS, LLC
10 GLENLAKE PARKWAY, ATLANTA, GA 30328CRD# 6681863Firm CRD# 287467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlos Alcala · ATLANTA, GA
Registration
CRD #6681863 · ALTERA PRIVATE ACCESS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALTERA PRIVATE ACCESS, LLC
CRD 287467 · SEC 801-110427
AUM
$387M
Regulatory assets under management
Employees
14
51 client accounts
Services offered by ALTERA PRIVATE ACCESS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ALTERA PRIVATE ACCESS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Carlos Alcala offer?
Carlos Alcala specializes in Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are Carlos Alcala's credentials?
Carlos Alcala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Alcala located?
Carlos Alcala is based in ATLANTA, Georgia, working with ALTERA PRIVATE ACCESS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Carlos Alcala charge for services?
Carlos Alcala's firm is compensated through subscription fees, performance-based fees, other: percentage of capital invested. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTERA PRIVATE ACCESS, LLC?
ALTERA PRIVATE ACCESS, LLC has approximately 14 employees and manages $387M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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ATLANTA, GA

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Research
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