Andrew Alper Theobald
Investment adviser representative at Alphacore Capital LLC
11 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
11 years in the industry.
- Alphacore Capital LLCNov 2025 to now
- Spc Financial, Inc.Apr 2022 to Nov 2025
- Northwestern Mutual Investment Services LLCFeb 2022 to Mar 2022
- Adam SeidenJan 2021 to Apr 2022
- Cambridge Investment Research IncFeb 2020 to Jan 2021
- The Sara Brandston GroupFeb 2020 to Jan 2021
- UnemployedJul 2019 to Feb 2020
- Isaacson Miller IncMay 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7243694
- Firm CRD
- 174346