Our Partnerships

LPL Financial

U-CORE CAPITAL is a part of LPL Financial’s network of financial advisors. Our partnership with them allows us to receive the full support of their network and resources while still allowing us to retain the flexibility and autonomy of a small firm.

Mariner Advisor Network 

U-CORE CAPITAL partners with Mariner Advisor Network for Compliance and Operational support. They serve as an advocate, providing escalation assistance, problem resolution, and a range of solutions that help us help our clients better. 

Portfolio Consulting Services

At U-CORE Capital, we utilize resources from Mariner Advisor Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.

Check out some Frequently Asked Questions that many of our clients have.

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