William McAlpin, financial advisor Tallahassee FL

William McAlpin

CRD Number: 5595164
Current Firm: Alphastar Capital Management, LLC

William McAlpin (CRD# 5595164) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Tallahassee, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Alphastar Capital Management, LLC Cornelius, NC May 2020 - Current < 1
Pruco Securities LLC Jacksonville, FL May 2019 - Mar 2020 < 1
The Prudential Insurance Company Of America Jacksonville, FL May 2019 - Mar 2020 < 1
Nylife Securities, LLC Macon, GA Nov 2017 - May 2019 1
New York Life Insurance Macon, GA Oct 2017 - May 2019 1
Mwa Financial Services Inc. Rock Island, IL Sep 2008 - Oct 2017 9
Modern Woodmen Of America Rock Island, IL Sep 2007 - Oct 2017 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for William C. McAlpin
Phone Number: 855-340-2514
Registered State(s):
  • FL
  • KY
By the Numbers
  • Total Assets Under Management
    621
    MILLIONS
  • Total Number of Accounts
    6,238
    ACCOUNTS
  • Average Account Value
    $99,566
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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