Dexter McCormick (CRD# 1500504) is an Investment Advisor Representative working at Alphastar Capital Management in Zionsville, IN and has over 37 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphastar Capital Management, LLC | Zionsville, IN | Dec 2023 - Current | < 1 |
| Da Mccormick Financial Services | Zionsville, IN | Dec 2023 - Current | < 1 |
| Financial Independence Group | Cornelius, NC | Nov 2023 - Current | < 1 |
| Tlg Advisors Inc. | Littleton, CO | Jan 2018 - Dec 2023 | 5 |
| M. S. Howells & Co | Scottsdale, AZ | Dec 2021 - Nov 2023 | 1 |
| Insource, Inc. | Indianapolis, IN | May 1988 - Oct 2023 | 35 |
| Axio Financial LLC | New York, NY | Jan 2020 - Aug 2021 | 1 |
| Navian Capital Securities, LLC | Cincinnati, OH | Dec 2017 - Jan 2020 | 2 |
| The Leaders Group Inc. | Littleton, CO | Jul 2014 - Nov 2017 | 3 |
| The Mccormick Group | Indianapolis, IN | Dec 1997 - Jul 2014 | 16 |
| Proequities, Inc. | Indianapolis, IN | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- CO
- IN
- NM
- NC
- PA
- TX
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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
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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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