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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Joan Cagle is an investment advisor representative at Alphacore Capital LLC. Kristina has been in the industry for over a decade and has worked at several firms. Her most recent experience includes her time at Altegris Investments, Inc. and Fidelity Investments. Kristina is registered with the state of California, Florida, New York, Texas, and Utah. Kristina specializes in working with high-net-worth individuals, charitable organizations, corporations, and investment companies. In addition to her experience with Alphacore Capital LLC, Kristina has also served as a registered representative for Fidelity Brokerage Services LLC and Sagepoint Financial, Inc.
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
09/26/2024 - Present
Alphacore Capital LLC (Loomis CA)
CA
07/10/2019 - 09/04/2020
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CA
05/08/2017 - 07/02/2019
FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)
CA
10/26/2012 - 04/21/2017
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CA
03/13/2012 - 06/08/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
IA
Issued 05/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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