Jerry
Neal
Alphastar Capital Management, LLC
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About this Advisor
Jerry Neal is a financial advisor working out of Cornelius, North Carolina, with a total of 5 years of relevant experience. Neal works at Alphastar Capital Management, LLC. Throughout their career, Neal has worked at Massmutual Life Insurance Company, Mml Investors Services LLC, Guardian Life Ins, Park Avenue Securities, Alphastar Capital Management, LLC, Advanced Wealth Strategies, Inc and Neal Properties, Inc. Neal holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Alphastar Capital Management, LLC is a financial advisory company that has its headquarters in Cornelius, NC. It has offices in 82 locations and a total of 128 employees. It has $2 billion in assets under management between its 13,326 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 13,326 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically depend on the type of financial services provided. However, fee types billed by Alphastar Capital Management, LLC may include 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
Jerry Neal Work History
Jerry has been registered as a financial advisor for 5 years.*
Alphastar Capital Management, LLC
Advanced Wealth Strategies, Inc
Neal Properties, Inc
Guardian Life Ins
Park Avenue Securities
Mml Investors Services LLC
Massmutual Life Insurance Company
*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 Jerry Neal 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
Concord, NC
Cornelius, NC
Hemet, CA
Goodlettsville, TN
Cornelius, NC
Cornelius, NC
Boca Raton, FL
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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