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James Ryan Boggus

Alphastar Capital Management

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About James Ryan Boggus

James Ryan Boggus is a financial advisor with Alphastar Capital Management, a firm with offices in Cornelius, NC and Florence, AL. James has been in the industry since 2003. He is registered with the state of Alabama to provide investment advisory services. James specializes in financial planning, portfolio management, and selection of other advisers. Prior to joining Alphastar Capital Management, James was employed with AXA Advisors, LLC from 2003 to 2010. He is also employed by United Benefits Insurance and United Benefits Wealth Management.

Firm Information

James Boggus 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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James Boggus’s Registration & Firm History

NC

03/26/2024 - Present

Alphastar Capital Management (CORNELIUS NC)

AL

12/10/2003 - 03/05/2010

AXA ADVISORS, LLC (GUNTERSVILLE AL)

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Licenses & Designations

IA

Issued 11/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Ryan Boggus.
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