Jeffrey Headrick (CRD# 4516694) is an Investment Advisor Representative working at Alphastar Capital Management in Wilmington, NC and has over 21 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tower Six, LLC | Wilmington, NC | Sep 2020 - Current | 3 |
| Alphastar Capital Management, LLC | Cornelius, NC | Jan 2018 - Current | 6 |
| Inspire Financial Planning | Wilmington, NC | Jan 2018 - Current | 6 |
| Thrivent Investment Management Inc. | Wilmington, NC | Mar 2013 - Jan 2018 | 4 |
| Thrivent Financial For Lutherans | Appleton, WI | Mar 2013 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- 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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