Robert Beargie, financial advisor Pensacola FL

Robert Beargie

CRD Number: 5905026
Current Firm: Alphastar Capital Management, LLC

Robert Beargie (CRD# 5905026) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Pensacola, FL and has over 11 years of experience in the finance industry.

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Familywealth
Company Name Location Dates Years
Alphastar Wealth Management Emerald Coast Pensacola, FL Jan 2023 - Current 1
Alphastar Capital Management, LLC Cornelius, NC Jan 2020 - Current 4
Rental Real Estate Pensacola, FL Apr 2011 - Current 12
Mainstay Financial Group Pensacola, FL Jan 2020 - Jan 2023 3
Gulf Wind Credit Union Pensacola, FL Aug 2019 - Sep 2019 < 1
Senior Medicare Advisors Pensacola, FL Aug 2019 - Sep 2019 < 1
Raymond James Financial Services Advisors Inc. Pensacola, FL Nov 2012 - Sep 2019 6
Raymond James Financial Services, Inc. Pensacola, FL Sep 2012 - Sep 2019 7
Gulf Wind Federal Credit Union Pensacola, FL Feb 2012 - Aug 2019 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

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
Contact Info for Robert A. Beargie
Phone Number: 855-340-2514
Registered State(s):
  • FL
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    1,451
    MILLIONS
  • Total Number of Accounts
    13,326
    ACCOUNTS
  • Average Account Value
    $108,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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