Richard
Jakiel
Alphastar Capital Management, LLC
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About this Advisor
Richard Jakiel is a financial advisor based in Cornelius, North Carolina with a total of 3 years of relevant experience. Jakiel is an advisor for Alphastar Capital Management, LLC. During their career, the advisor has held roles at New Britain Parks And Recreation, Rocky Hill Tennis And Fitness Center, Edgartown Yacht Club, Charlotte Racquet Club North, Joe Ricci State Farm, Guardian Life Insurance Co Of America, Park Avenue Securities, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Alphastar Capital Management, LLC and Advanced Wealth Strategies, Inc. Jakiel has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Alphastar Capital Management, LLC is a financial advisory firm that has its headquarters in Cornelius, NC. The company has offices in 82 locations and a total of 128 advisors. It administers $2 billion in assets between its 13,326 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 13,326 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The company offers 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. Financial management fees vary depending on which services the firm provides the client. However, fee types charged by Alphastar Capital Management, LLC likely consist of some combination 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
Richard Jakiel Work History
Richard has been registered as a financial advisor for 3 years.*
Alphastar Capital Management, LLC
Advanced Wealth Strategies, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Guardian Life Insurance Co Of America
Park Avenue Securities
Joe Ricci State Farm
Edgartown Yacht Club
Charlotte Racquet Club North
Rocky Hill Tennis And Fitness Center
New Britain Parks And Recreation
*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 Richard Jakiel 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
Phoenix, AZ
Concord, NC
Goodlettsville, TN
Abilene, TX
Cornelius, NC
Cornelius, NC
Uniontown, OH
Hemet, CA
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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