David
Lopez

Alphastar Capital Management, LLC

CRD#5884243
Investment Advisor
in Stafford, VA

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About this Advisor

David Lopez is a financial advisor operating out of Stafford, Virginia, with a total of 12 years of industry experience. Lopez is an advisor for Alphastar Capital Management, LLC. During their career, Lopez has held roles at Ilg LLC and Alphastar Capital Management, LLC. Lopez maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Virginia. Alphastar Capital Management, LLC is a firm operating out of Cornelius, NC. It has offices in 82 locations and a total of 128 people on staff. It has $2 billion in assets under management across its 13,326 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 13,326 customer accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Alphastar Capital Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees largely depend on which services the firm provides the client. Fees charged by Alphastar Capital Management, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

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

100 Oakridge Dr
Stafford, VA 22556

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Alphastar Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,450,962,289

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

128

VA Average: 22
Total Number of Accounts

13,326

VA Average: 1,917
Average Account Size

$108,882

VA 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

David Lopez Work History

David has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Alphastar Capital Management, LLC

2008 - Present (16 years)

Ilg LLC

*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 David Lopez 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

Daniel Happ
Phoenix, AZ
Robert Knotts
Uniontown, OH
Jon Yancey
Concord, NC
Jeffrey Atchison
Abilene, TX
Lukas Smith
Goodlettsville, TN
Brice Payne
Cornelius, NC
Jeffrey Headrick
Wilmington, NC
David Perez
Cornelius, NC

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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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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