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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Robert Galligan is an investment advisor representative registered with Alphastar Capital Management. Jake holds the Series 65 license and is registered with the state of North Carolina. Jake has been in the financial services industry since 2014. Jake's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Jake has been a software engineer since 2019, focusing on applications for insurance agents. Prior to joining Alphastar Capital Management, Jake was a software engineer for Financial Independence Group. Jake previously worked at the YMCA of the Triangle and the University of North Carolina at Chapel Hill.
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
06/16/2022 - Present
Alphastar Capital Management (Fuquay-Varina NC)
IA
Issued 05/28/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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