James Boggus (CRD# 4647317) is an Investment Advisor Representative working at Alphastar Capital Management in Florence, AL and has over 20 years of experience in the finance industry.
CRD# 5083504
Edward Jones
CRD# 5286683
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5170662
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Benefits Wealth Management | Florence, AL | Mar 2024 - Current | < 1 |
| Alphastar Capital Management, LLC | Cornelius, NC | Mar 2024 - Current | < 1 |
| United Benefits Insurance | Florence, AL | Oct 2017 - Current | 6 |
| Unemployed | Guntersville, AL | May 2016 - Oct 2017 | 1 |
| Yellowhammer Multimedia | Guntersville, AL | Mar 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AL
-
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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