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Gary Lee Williams

Alphastar Capital Management

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About Gary Lee Williams

Gary Williams is a registered investment advisor with Alphastar Capital Management. Gary has been working in the financial industry since 2003. His career has spanned multiple firms, including CUNA Brokerage Services, Inc. and Jefferson Pilot Securities Corporation. Gary holds a Series 6, 7, 63, and 65 license. Gary is a specialist in portfolio management for individuals and financial planning.

Firm Information

Gary Williams 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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Gary Williams’s Registration & Firm History

SC

03/11/2015 - Present

Alphastar Capital Management (COLUMBIA SC)

SC

10/05/2006 - 03/06/2015

CUNA BROKERAGE SERVICES, INC. (SPARTANBURG SC)

SC

04/22/2004 - 09/28/2006

JEFFERSON PILOT SECURITIES CORPORATION (COLUMBIA SC)

NY

08/26/2003 - 04/26/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Lee Williams.
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