Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Durica is a financial advisor with over 25 years of experience in the industry. Edward currently works at Alphacore Capital LLC, a firm located in La Jolla, California. Prior to joining Alphacore Capital, Edward was associated with several firms including Cascade Financial Management, Inc., Cascade Investment Group, Inc., Charles Schwab & Co., Inc. and Phillips & Company Securities Inc.. Edward has passed the Series 63, Series 7, Series 9 and Series 10 examinations and is a Chartered Financial Analyst.
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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CO
04/03/2023 - Present
Alphacore Capital LLC (Glendale CO)
CO
02/02/2004 - 01/10/2007
CASCADE FINANCIAL MANAGEMENT, INC. (DENVER CO)
CO
09/09/2002 - 06/11/2003
CASCADE INVESTMENT GROUP, INC. (COLORADO SPRINGS CO)
TX
11/20/1997 - 04/09/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OR
12/01/1995 - 12/16/1995
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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