Allen
Ray
Alphastar Capital Management
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About this Advisor
Allen Ray is a financial advisor based in Clemmons, North Carolina, working with Alphastar Capital Management. Allen has previously held positions at Alphastar Capital Management, Dsr Investment Management Corp, and Ray Financial LLC. Allen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Allen is part of Alphastar Capital Management, which operates out of Clemmons, North Carolina. The firm has 58 offices and 109 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alphastar Capital Management Brokerage Details
$1,146,934,809
109
10,083
$113,749
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Allen Ray Work History
Alphastar Capital Management
Ray Financial LLC
Dsr Investment Management Corp
Disclosures
Please visit the SEC profile of Allen Ray 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
Rochester, MN
Huntersville, NC
Florence, AL
Cornelius, NC
West Palm Beach, FL
Manhattan, KS
Cornelius, NC
Cornelius, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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