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BB
CFA
BB
CFA

Boyd Barnhardt

Alphastar Capital Management
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Alphastar Capital Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K

Location

19600 West Catawba Avenue, Suite B200, Cornelius, NC, 28031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alphastar Capital Management
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
September 2022 - May 2024 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2022 - May 2024 · 1 yr 8 mos
Linden Thomas Advisory Services, LLC
June 2018 - July 2022 · 4 yrs 1 mo
Linden Thomas and Company Securities, LLCBroker
June 2018 - July 2022 · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
July 2017 - June 2018 · 11 mos
Wells Fargo Advisors Financial Network, LLC
July 2017 - June 2018 · 11 mos
Aon Hewitt Financial Advisors, LLC
August 2014 - March 2017 · 2 yrs 7 mos
Hewitt Financial Services LLCBroker
August 2014 - March 2017 · 2 yrs 7 mos
UBS Financial Services INC.
June 2011 - June 2014 · 3 yrs
UBS Financial Services INC.Broker
June 2011 - June 2014 · 3 yrs
Edward Jones
July 2010 - February 2011 · 7 mos
Edward JonesBroker
June 2010 - February 2011 · 8 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.