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Ethel Katherine McGlynn

Alphacore Capital LLC

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About Ethel Katherine McGlynn

Ethel Katherine McGlynn is an Investment Advisor Representative with Alphacore Capital LLC. Ethel Katherine McGlynn has been in the industry for over 23 years and holds a Series 7, Series 63, and SIE license. Ethel Katherine McGlynn has a proven track record of success in providing financial planning and portfolio management services to individuals, businesses, and institutions. Ethel Katherine McGlynn's previous experience includes positions at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Ethel Katherine McGlynn has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and exceptional service.

Firm Information

Ethel McGlynn is currently registered with Alphacore Capital LLC. Alphacore Capital LLC is an investment advisor based in LA JOLLA, CA with $2.44 billion in regulatory assets under management. The firm advises individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer portfolio management, financial planning, and institutional consulting services.
Alphacore Capital LLC

875 PROSPECT STREET

LA JOLLA, CA 92037

$2.44B

Assets Under Management

1

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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institutional consulting and client servicing

Institutional consulting and client servicing

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ethel McGlynn’s Registration & Firm History

CO

07/24/2024 - Present

Alphacore Capital LLC (Glendale CO)

TX

07/27/2021 - 06/24/2024

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NE

01/02/2015 - 12/31/2023

TD AMERITRADE, INC. (OMAHA NE)

CO

08/10/2009 - 01/17/2014

WUNDERLICH SECURITIES, INC. (DENVER CO)

CO

02/08/2006 - 08/04/2009

JANCO PARTNERS, INC. (GREENWOOD VILLAGE CO)

MO

11/09/2000 - 09/23/2004

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

CO

02/23/1998 - 07/28/1999

HANIFEN, IMHOFF INC. (DENVER CO)

CO

12/12/1996 - 02/23/1998

HANIFEN, IMHOFF INC. (DENVER CO)

CO

03/09/1994 - 12/16/1994

COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)

CO

10/14/1992 - 11/12/1993

HANIFEN, IMHOFF INC. (DENVER CO)

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Licenses & Designations

BC

Issued 08/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ethel Katherine McGlynn.
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