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Daniel Conners

Investment Adviser Representative at ALPHACORE CAPITAL LLC

San Diego, CACRD #1185549Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
2 states
Exams Passed
10

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Conners has worked in the securities industry since 1983. They have passed the Series 65, 63, 15, 10, 9, 8, 7, and 3 examinations. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/28/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 11/14/1983
Series 7
General Securities Representative Examination
Passed 8/15/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 15
Foreign Currency Options Examination
Passed 10/2/1985
Series 3
National Commodity Futures Examination
Passed 9/4/1984
Series 7
General Securities Representative Examination
Passed 10/15/1983
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 8/15/2022
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 8/15/2022
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 6/1/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,250,0001.50%
$1,250,001 to $5,000,0001.00%
Above $5,000,0000.75%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Alphacore Capital LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALPHACORE CAPITAL LLCCurrent
1/14/2025San Diego, CA
ENTRUST WEALTH ADVISORS, LLC
1/22/20193/3/2025San Diego, CA
ENTRUST WEALTH ADVISORS, LLC
11/13/201812/31/2018San Diego, CA
UBS FINANCIAL SERVICES INC.
12/15/200811/20/2018San Diego, CA
MORGAN STANLEY & CO. INCORPORATED
4/2/200712/19/2008San Diego, CA
MORGAN STANLEY
3/26/20034/2/2007San Diego, CA
CONNERS CAPITAL MANAGEMENT INC
1/4/20033/26/2003Del Mar, CA
CONNERS CAPITAL MANAGEMENT INC
11/25/200212/31/2002Del Mar, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Conners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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