CW
Christopher L. Willingham
ALPHACORE CAPITAL LLC
Austin, TX 78746
Some features on this profile are disabled
CRD#: 6564536
CW
Professional summary
Christopher Lane Willingham is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in Austin, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
As of April 16, 2025, Mr. Willingham was dually registered with Callan Capital and AlphaCore Capital LLC to facilitate a merger of the firms. AlphaCore is an investmadvisory firm registered with the SEC (investment related) located at 875 Prospect St, Ste. 315 La Jolla CA 92037. Mr. Willingham acts as an investment adviserrepresentative for AlphaCore. Mr. Willingham will devote all his time to facilitate client transition until the date of the merger.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lane Willingham's 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®
NoneExperience
Current
April 17, 2025 - Present
ALPHACORE CAPITAL LLC
Office #1: 1601 South Mopac Expressway Ste. D 150, Austin, TX 78746RIA
CRD#: 174346
Austin, TX
Past
January 21, 2021 - May 15, 2025
CALLAN CAPITAL, LLC
RIA
CRD#: 142527
Austin, TX
Past
June 9, 2017 - November 24, 2020
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
DALLAS, TX
Past
December 15, 2016 - November 24, 2020
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
DALLAS, TX
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".
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)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(4/17/2025)
IAR
Texas(4/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Prospect St Suite 200, La Jolla, CA 92037
Mailing Address
Phone number
(858) 875-4100
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,249 |
| AUM (Assets Under Management) | $ 6,060,926,747 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
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.
