Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Friend? Claim Your ProfileFriend Williams is a financial advisor with Alphastar Capital Management, LLC. Friend is a registered investment advisor representative in Tennessee and Texas. Friend has been in the financial services industry for over 10 years, previously working at TD Ameritrade, Inc., Edward Jones, and Park Avenue Securities LLC. Friend holds the Series 6, 7, and 66 securities licenses. Friend's specialties include retirement planning, college savings planning, and investment management. Friend also owns Riverdog Insurance LLC, an insurance agency, and Riverdog Wealth, LLC, which provides financial planning services.
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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NC
02/23/2024 - Present
Alphastar Capital Management (CORNELIUS NC)
TX
10/30/2020 - 04/16/2021
PARK AVENUE SECURITIES LLC (AUSTIN TX)
SC
04/16/2015 - 04/28/2020
TD AMERITRADE, INC. (COLUMBIA SC)
NC
12/21/2012 - 08/09/2013
EDWARD JONES (HENDERSONVILLE NC)
NC
08/09/2010 - 10/16/2012
SUNTRUST INVESTMENT SERVICES, INC. (HENDERSONVILLE NC)
BOTH
Issued 01/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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