Kelly Nicole Wilson
Investment adviser representative at Alphacore Capital LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets
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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
12 years in the industry.
- Alphacore Capital, LLCOct 2026 to now
- Dravo Bay LLC dba Blue Rock Financial GroupOct 2018 to Sep 2026
- American Heart AssociationJun 2018 to Sep 2018
- Hockessin Athletic ClubFeb 2018 to May 2018
- University of DelawareAug 2014 to May 2018
- Klondike KatesJun 2014 to Oct 2017
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
- 7055176
- Firm CRD
- 174346