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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Pfister is an investment advisor representative associated with Alphacore Capital LLC. Richard Pfister is registered in California, Texas and Utah. Richard Pfister has worked in the industry since 1994 and previously worked at ALTEGRIS INVESTMENTS, INC., MAN FINANCIAL INC and CIGNA FINANCIAL ADVISORS,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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2
CA
09/11/2024 - Present
Alphacore Capital LLC (LA JOLLA CA)
CA
07/10/2002 - 11/07/2014
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
NY
05/04/2000 - 07/16/2002
MAN FINANCIAL INC (NEW YORK NY)
NA
06/29/1994 - 09/07/1994
CIGNA FINANCIAL ADVISORS,INC.
BOTH
Issued 01/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/07/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/02/1996
Series 3 - National Commodity Futures Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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