Terry
Higdon

Alphastar Capital Management, LLC

CRD#6372768
Investment Advisor
in Louisville, KY

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About this Advisor

Terry Higdon is a financial advisor operating in Louisville, Kentucky with 5 years of industry experience. Higdon works at Alphastar Capital Management, LLC. Over the course of their career, they have held roles at Asset Preservation Group, LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp and Alphastar Capital Management, LLC. Higdon holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Kentucky and Texas. Alphastar Capital Management, LLC is a financial advisory firm headquartered in Cornelius, NC. The company has offices in 82 locations and a total of 128 advisors. It oversees $2 billion in assets across its 13,326 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 13,326 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. The firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on the services offered. Fee types charged by Alphastar Capital Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12312-C Shelbyville Road
Louisville, KY 40243

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Alphastar Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,450,962,289

KY Average: $3,625,019,099
Total Number of Employees

128

KY Average: 22
Total Number of Accounts

13,326

KY Average: 1,917
Average Account Size

$108,882

KY Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Terry Higdon Work History

Terry has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Alphastar Capital Management, LLC

2012 - Present (12 years)

Asset Preservation Group, LLC

2014 - 2018 (4 years)

Ameritas Investment Corp

2014 - 2018 (4 years)

Ameritas Life Insurance Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terry Higdon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphastar Capital Management, LLC

Jon Yancey
Concord, NC
Lukas Smith
Goodlettsville, TN
Daniel Happ
Phoenix, AZ
Robert Knotts
Uniontown, OH
Jeffrey Atchison
Abilene, TX
Jeffrey Headrick
Wilmington, NC
Brice Payne
Cornelius, NC
David Perez
Cornelius, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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