BC
BC

Brantley Patrick Claunch

1 Year 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

Brantley is an insurance agent and Director at United Benefits Insurance, dedicating about half his time during trading hours to implementing internal processes and serving as an insurance agent. He also co-owns The Locals AL's, LLC, flipping and renovating rental properties, and The Locals Ice, LLC, placing vending machines for ice and water, spending minimal time on each.

Employment History
Current Registrations
Alphastar Capital Management
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.
Brantley Patrick Claunch - Financial Advisor | TrueAdvisor