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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian David Marvin is an investment advisor representative with Alphacore Capital LLC. Brian has been in the financial services industry since 1997, specializing in providing investment advisory services to individuals, businesses, and institutions. Brian is a registered investment advisor in California, New York, Texas and Utah. Brian has a Series 63, Series 65, Series 7 and SIE securities licenses. Marvin has over 20 years of experience in the financial services industry and is committed to providing clients with personalized financial advice and investment management services that meet their unique needs. Marvin holds a 5% ownership stake in Marvin & Palmer Associates (Wilmington, DE).
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
09/11/2024 - Present
Alphacore Capital LLC (LA JOLLA CA)
DE
09/16/2002 - 12/23/2015
FORESIDE FUND SERVICES, LLC (WILMINGTON DE)
NY
07/19/2000 - 02/14/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
07/14/1998 - 06/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/23/1997 - 02/05/1998
PEREGRINE BROKERAGE INC.
NY
10/23/1995 - 06/19/1997
BV CAPITAL MARKETS, INC. (NEW YORK NY)
IA
Issued 06/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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