Eric Gaddy (CRD# 2338947) is an Investment Advisor Representative working at Alphastar Capital Management in Boiling Springs, SC and has over 30 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Retirement Store, LLC | Boiling Springs, SC | Jan 2022 - Current | 2 |
| Alphastar Capital Management LLC | Cornelius, NC | Apr 2021 - Current | 3 |
| Retire Early 365 LLC | Asheville, NC | Jun 2017 - Current | 6 |
| Shankland Financial Advisors, LLC | Hendersonville, NC | Sep 2019 - Apr 2021 | 1 |
| Integrated Financial Strategies, LLC | Charlotte, NC | Jan 2019 - Aug 2019 | < 1 |
| Gaddy Wealth & Retirement Planning LLC | Asheville, NC | Aug 2010 - Dec 2018 | 8 |
| Capital Investment Group, Inc. | Raleigh, NC | Aug 2010 - Dec 2017 | 7 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Aug 2010 - Dec 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts10,083ACCOUNTS
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Average Account Value$113,749
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