Jeffrey
Atchison
Alphastar Capital Management, LLC
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About this Advisor
Jeffrey Atchison is a financial advisor operating in Abilene, Texas, who has 2 years of industry experience. Atchison works at Alphastar Capital Management, LLC. Over the course of their career, Atchison has held roles at Sageguard Investment Advisory Services, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. Atchison has a Series 65 license, designating them as an investment advisor representative, and is approved to work in Texas. Alphastar Capital Management, LLC is an advisory firm operating out of Cornelius, NC. It has offices in 82 locations and a total of 128 financial advisors. It has $2 billion in assets under management among its 13,326 client accounts, placing it among the largest 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 advisory firm 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 usually are based on which service is offered. Fees billed by Alphastar Capital Management, LLC most likely 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
Jeffrey Atchison Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Sageguard Financial Group, LLC
Alphastar Capital Management LLC
Sageguard Investment Advisory Services
*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 Jeffrey Atchison 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
Boca Raton, FL
Phoenix, AZ
Cornelius, NC
Hemet, CA
Concord, NC
Cornelius, NC
Goodlettsville, TN
Abilene, TX
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