Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Maudlin is an investment advisor representative with Alphacore Capital LLC. Chris has been in the industry since 2004 and has experience in a variety of financial services areas. Chris has also held positions with Altegris Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and Citicorp Investment Services.
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)
CA
07/10/2009 - 09/04/2020
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CA
09/15/2006 - 11/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
CA
09/02/2005 - 09/18/2006
MORGAN STANLEY DW INC. (LAJOLLA CA)
NY
10/13/2004 - 07/07/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 03/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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