Alfred W. Slayton

CORE WEALTH PARTNERS LLC

Marina Del Rey, CA

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CRD#: 426278

Professional summary

Alfred Wayne Slayton is a registered financial advisor currently at CORE WEALTH PARTNERS LLC located in Marina Del Rey, California.

Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Alfred has worked at 12 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Slayton is an insurance agent who sells Accident, Health, and Life: insurance. Not Investment-Related; Oprarating from the business address listed in Item 1, Start date is . Mr. Slayton expects to spend approiximately 10 hours per month on this business, some of which are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Wayne Slayton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2024 - Present

CORE WEALTH PARTNERS LLC

RIA

CRD#: 322365

Marina Del Rey, CA

Past

August 2, 2016 - May 10, 2024

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

Marina Del Rey, CA

Past

August 2, 2016 - May 10, 2024

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Marina Del Rey, CA

Past

November 5, 1997 - March 17, 1998

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

January 5, 1993 - August 1, 2016

NEWPORT COAST SECURITIES, INC.

CRD#: 16944

MARINA DEL REY, CA

Past

August 2, 1991 - December 19, 1992

MARSH, BLOCK & CO. INC.

CRD#: 11194

NEW YORK, NY

Past

September 8, 1987 - October 27, 1987

AIMCO SECURITIES COMPANY, INC.

CRD#: 20185

Past

March 26, 1987 - July 19, 1991

DELTAVEST FINANCIAL

CRD#: 18013

Past

July 24, 1985 - February 25, 1987

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

CRD#: 595

Past

November 1, 1982 - August 6, 1985

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

CRD#: 76

Past

February 24, 1978 - November 18, 1982

MORGAN STANLEY DW INC.

CRD#: 7556

Past

May 16, 1973 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

CRD#: 6466

Past

August 19, 1970 - May 16, 1973

DEAN WITTER & CO. INCORPORATED

CRD#: 209

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORE WEALTH PARTNERS LLC

CRD#: 322365 / SEC#: 801-126601

RIA

Registered Investment Advisory firm - (9/28/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/17/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 12/10/1962

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/15/1992

General Securities Principal Examination

Current Firm

CORE WEALTH PARTNERS LLC

CRD#: 322365 / SEC#: 801-126601

RIA

Registered Investment Advisory firm - (9/28/2022 Approved)

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Contact information

Main Address

576 B Street Suite 2g, Santa Rosa, CA 95401

Mailing Address

Phone number

(707) 568-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR ALL CLIENTS (3/31/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 354,703,361

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Alfred W. Slayton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Wayne Slayton's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

NEWPORT COAST SECURITIES, INC.

MARSH, BLOCK & CO. INC.

AIMCO SECURITIES COMPANY, INC.

DELTAVEST FINANCIAL

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

MORGAN STANLEY DW INC.

DEAN WITTER & CO. INCORPORATED

DEAN WITTER & CO. INCORPORATED

Primary Firm SEC Registration

CORE WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/17/1985

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 12/10/1962

Series 24

Date: 10/15/1992

Current Firm

CORE WEALTH PARTNERS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE WEALTH PARTNERS LLC

TRUST BUT VERIFY

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