Kristina Joan Cagle
Investment adviser representative at Alphacore Capital LLC
14 yearsExperience
4 statesRegistered in
$13BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Alphacore Capital LLCSep 2020 to now
- Altegris/artivestJul 2019 to Sep 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2019
- Fidelity InvestmentsMay 2017 to Jul 2019
- Altegris Investments Inc.Oct 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 4 states (CA, NY, TX, UT).
Alphacore Capital LLC
$13BAssets managed
4,065Clients
67Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5397193
- Firm CRD
- 174346