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Boyd Barnhardt

Alphastar Capital Management

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About Boyd Barnhardt

Boyd Barnhardt is a financial advisor who has been in the industry since 2010. Boyd currently works at Alphastar Capital Management, LLC, where Boyd is a Registered Investment Advisor. Boyd previously worked for Northwestern Mutual Investment Services, LLC, Linden Thomas and Company Securities, LLC, Wells Fargo Advisors Financial Network, LLC, Hewitt Financial Services LLC, and UBS Financial Services Inc. Boyd has passed the Series 7, Series 66, and SIE exams. Boyd is a Chartered Financial Analyst.

Firm Information

Boyd Barnhardt is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boyd Barnhardt’s Registration & Firm History

NC

07/30/2024 - Present

Alphastar Capital Management (CORNELIUS NC)

NC

09/12/2022 - 05/29/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)

NC

06/19/2018 - 07/08/2022

LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)

NC

07/06/2017 - 06/15/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)

NC

08/22/2014 - 03/10/2017

HEWITT FINANCIAL SERVICES LLC (CHARLOTTE NC)

NJ

06/17/2011 - 06/24/2014

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

SC

06/14/2010 - 02/24/2011

EDWARD JONES (PORT ROYAL SC)

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Licenses & Designations

BOTH

Issued 06/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Boyd Barnhardt.
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