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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gaddy is an investment advisor representative associated with Alphastar Capital Management. Eric has over 30 years of experience in the financial services industry. Eric has been registered with the Securities and Exchange Commission since 1993. Eric is licensed to provide investment advice in South Carolina. Eric has been with Alphastar Capital Management since 2021. Previously, Eric was associated with Capital Investment Group, Inc. Eric has a Series 63, Series 65, Series 7, and Series 31 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
SC
10/18/2023 - Present
Alphastar Capital Management (Boiling Springs SC)
NC
08/24/2010 - 12/31/2017
CAPITAL INVESTMENT GROUP, INC. (FRANKLIN NC)
NC
05/02/2005 - 07/21/2010
FIRST CITIZENS INVESTOR SERVICES, INC. (ASHEVILLE NC)
NY
10/13/2003 - 05/09/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NC
04/16/1998 - 10/20/2003
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
09/07/1995 - 07/29/1998
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
04/18/1994 - 09/14/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NC
10/12/1993 - 04/13/1994
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
MN
06/28/1993 - 09/28/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/28/1993 - 09/28/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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