Brian
Bach
Alphastar Capital Management, LLC
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About this Advisor
Brian Bach is a financial advisor who works out of Cornelius, North Carolina with 3 years of relevant experience. Bach works at Alphastar Capital Management, LLC. During their career, the advisor has held roles at American United Life, Oneamerica Securities, Guardian Life Ins, Park Avenue Securities, Mass Mutual Life Insurance Company, Mml Investors Services and Alphastar Capital Management, LLC. Bach maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut and Florida. Alphastar Capital Management, LLC is a financial advisory business headquartered in Cornelius, NC. It has offices in 82 locations and a total of 128 advisors. It controls $2 billion in total assets between its 13,326 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 13,326 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice vary depending on which services are provided. However, fees billed by Alphastar Capital Management, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alphastar Capital Management, LLC Brokerage Details
$1,450,962,289
128
13,326
$108,882
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Brian Bach Work History
Brian has been registered as a financial advisor for 3 years.*
Alphastar Capital Management, LLC
Mml Investors Services
Mass Mutual Life Insurance Company
Guardian Life Ins
Park Avenue Securities
Park Avenue Securities
Guardian Life Ins
American United Life
Oneamerica Securities
*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 Brian Bach 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
Abilene, TX
Uniontown, OH
Concord, NC
Cornelius, NC
Cornelius, NC
Hemet, CA
Boca Raton, FL
Phoenix, AZ
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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