Brian Williams (CRD# 5916723) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 13 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphastar Capital Management, LLC | Cornelius, NC | Apr 2011 - Current | 13 |
| Financial Independence Group, Inc. | Cornelius, NC | Jul 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- NC
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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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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