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Brian Kenji Williams

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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
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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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Other Business ActivitiesSells Insurance

Brian is a managing partner at Alphastar Capital Management, LLC and a partner at Financial Independence Group, Inc., dedicating full-time hours to the latter. He also has ownership stakes in several other companies, including Life Innovations, Shaka Faka, Burn Boot Camp Chapel Hill, Williams Fitness I, LLC, Barnabas Capital, IPCG, LLC, and Alphastar Capital Management Insurance, LLC.

Employment History
Current Registrations
Alphastar Capital Management
May 2011 - Present · 14 yrs 9 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Brian Kenji Williams - Financial Advisor | TrueAdvisor