Jake Galligan (CRD# 7578732) is an Investment Advisor Representative working at Alphastar Capital Management in Fuquay Varina, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphastar Capital Management | Cornelius, NC | Jun 2022 - Current | 1 |
| Financial Independence Group | Cornelius, NC | Nov 2019 - Current | 4 |
| Unc-chapel Hill | Chapel Hill, NC | Aug 2017 - Aug 2019 | 2 |
| Ymca Of The Triangle | Raleigh, NC | Apr 2015 - Jul 2017 | 2 |
| N/a | N/a, NC | Sep 2014 - Mar 2015 | < 1 |
| Town Of Fuquay-varina | Fuquay-varina, NC | Jun 2014 - Aug 2014 | < 1 |
| Fuquay - Varina High School | Fuquay-varina, NC | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- 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
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