Carter Alan Mcclung
Investment adviser representative at Alphacore Capital LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets
Are you Carter Alan Mcclung? Claim your profile
Contact this firm
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
11 years in the industry.
- Alphacore Capital LLCOct 2026 to now
- Alphacore Captial LLCOct 2026 to now
- Dravo Bay, LLC dba Blue Rock Financial GroupJan 2020 to Sep 2026
- Bell Rock CapitalJun 2019 to Aug 2019
- Creative Financial GroupJun 2018 to Feb 2019
- Sparkling Pool ServicesMay 2016 to Sep 2017
- University of DelawareJan 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 6949879
- Firm CRD
- 174346