Friend
Williams

Alphastar Capital Management

CRD#5784577
Investment Advisor
in Cornelius, NC

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About this Advisor

Friend Williams is a financial advisor based in Cornelius, North Carolina, working with Alphastar Capital Management. Friend has previously held positions at Td Bank, Td Ameritrade, Guardian Life Insurance, Park Avenue Securities, Guardian Life Insurance Company, Centennial Advisors, LLC, Riverdog Wealth, LLC, Alphastar Capital Management, LLC, and Riverdog Insurance, LLC. Friend has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Friend is part of Alphastar Capital Management, which operates out of Cornelius, 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 63, Series 66

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

19600 West Catawba Avenue Suite B200
Cornelius, NC 28031

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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

Friend Williams Work History

2024 - Present (1 year)

Riverdog Wealth, LLC

2024 - Present (1 year)

Alphastar Capital Management, LLC

2024 - Present (1 year)

Riverdog Insurance, LLC

2021 - 2021 (< 1 year)

Guardian Life Insurance Company

2021 - 2021 (< 1 year)

Park Avenue Securities

2021 - 2024 (3 years)

Centennial Advisors, LLC

2020 - 2021 (1 year)

Guardian Life Insurance

2020 - 2021 (1 year)

Park Avenue Securities

2015 - 2020 (5 years)

Td Ameritrade

2013 - 2015 (2 years)

Td Bank

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Disclosures

Please visit the SEC profile of Friend Williams 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

David Weiland
West Palm Beach, FL
Colton Gentry
Manhattan, KS
Logan Ramer
Rochester, MN
Andrew Barnett
Cornelius, NC
Isaiah Smith
Huntersville, NC
Jake Galligan
Fuquay-Varina, NC
Michael Kojonen
Hudson, WI
Brantley Claunch
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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