Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan D Cobb is a wealth advisor at AlphaCore Capital LLC and Entrust Wealth Advisors, LLC. Brennan has been working full time joint servicing clients on behalf of both registered investment advisory firms to facilitate a transition of employment and client agreements from Entrust to AlphaCore. Brennan has been in the financial industry since 2014. Brennan received a Series 65 license in 2021. Brennan's areas of expertise include financial planning, portfolio management, and pension consulting. Brennan specializes in working with individuals, families, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting and client servicing
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
01/16/2025 - Present
Alphacore Capital LLC (San Diego CA)
IA
Issued 06/14/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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