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Troy Edward Owens

Alphacore Capital LLC

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About Troy Edward Owens

Troy Edward Owens is a financial advisor at Alphacore Capital LLC. Troy has been in the financial industry since 2019. Troy's primary registration is with the state of California as an Investment Advisor Representative. Troy is also a Certified Financial Planner. Troy has experience in portfolio management for individuals, businesses, and pooled investment vehicles. Troy also provides financial planning services. Troy is a producing agent for an affiliate of the Adviser, AlphaCore Insurance Services, an insurance agency. Troy offers insurance products and services to clients of the Adviser.

Firm Information

Troy Owens 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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Troy Owens’s Registration & Firm History

CA

11/10/2021 - Present

Alphacore Capital LLC (LA JOLLA CA)

CA

04/26/2019 - 11/04/2021

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 06/14/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Edward Owens.
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