Jake
Galligan

Alphastar Capital Management

CRD#7578732
Investment Advisor
in Fuquay-Varina, NC

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About this Advisor

Jake Galligan is a financial advisor based in Fuquay-Varina, North Carolina, working with Alphastar Capital Management. Jake has previously held positions at Alphastar Capital Management, Financial Independence Group, Unc-Chapel Hill, Ymca Of The Triangle, and Town Of Fuquay-Varina. Jake has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jake is part of Alphastar Capital Management, which operates out of Fuquay-Varina, 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

Series 65

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

Fuquay-Varina, NC

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Alphastar Capital Management Brokerage Details

Total Assets Under Management

$1,146,934,809

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

109

NC Average: 22
Total Number of Accounts

10,083

NC Average: 1,917
Average Account Size

$113,749

NC 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

Jake Galligan Work History

2022 - Present (2 years)

Alphastar Capital Management

2019 - Present (5 years)

Financial Independence Group

2017 - 2019 (2 years)

Unc-Chapel Hill

2015 - 2017 (2 years)

Ymca Of The Triangle

2014 - 2014 (< 1 year)

Town Of Fuquay-Varina

2014 - 2015 (1 year)

N/A

Disclosures

Please visit the SEC profile of Jake Galligan 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

Scott Jacob
Cornelius, NC
Jordan Hunter
Florence, AL
James Boggus
Cornelius, NC
Andrew Barnett
Cornelius, NC
Logan Ramer
Rochester, MN
Jake Galligan
Fuquay-Varina, NC
Nicholas Smith
Rochester, MN
Michael Kojonen
Hudson, WI

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