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Debra Jeanne Carmody

Alphastar Capital Management

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About Debra Jeanne Carmody

Debra Jeanne Carmody is an investment advisor representative with Alphastar Capital Management, LLC. Debra has been a licensed insurance agent. Previously, Debra was registered with Fortune Financial Services, Inc. and Capital Investment Group, Inc. Debra has been in the industry for 8 years. Debra is licensed to conduct investment related business in South Carolina. Debra holds a Series 63 and a Series 65. She also holds a Series 7 and a SIE. Debra focuses on investments for individuals, high-net-worth individuals, and pension and profit-sharing plans. Debra is a strong advocate for clients and prioritizes their long-term financial success.

Firm Information

Debra Carmody 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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Debra Carmody’s Registration & Firm History

NC

08/31/2022 - Present

Alphastar Capital Management (CORNELIUS NC)

NC

01/02/2019 - 12/31/2020

FORTUNE FINANCIAL SERVICES, INC. (Asheville NC)

NC

07/07/2014 - 12/31/2018

CAPITAL INVESTMENT GROUP, INC. (SYLVA NC)

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Licenses & Designations

IA

Issued 02/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Debra Jeanne Carmody.
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