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Jeffrey Allen Headrick

Alphastar Capital Management

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About Jeffrey Allen Headrick

Jeffrey Allen Headrick is a registered Investment Advisor Representative. Jeffrey currently works at Alphastar Capital Management in Wilmington, North Carolina. Prior to joining Alphastar Capital Management, Jeffrey worked at Thrivent Investment Management Inc., Liberty Partners Financial Services, LLC, Wilbanks Securities, Inc., and Woodmen Financial Services, Inc. Jeffrey has a Series 63 and Series 65 license and has taken the Securities Industry Essentials (SIE) exam.

Firm Information

Jeffrey Headrick 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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Jeffrey Headrick’s Registration & Firm History

NC

01/04/2018 - Present

Alphastar Capital Management (Wilmington NC)

NC

03/06/2013 - 01/05/2018

THRIVENT INVESTMENT MANAGEMENT INC. (WILMINGTON NC)

NC

01/24/2012 - 03/05/2013

LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)

TN

01/24/2005 - 01/26/2012

WILBANKS SECURITIES, INC. (KNOXVILLE TN)

NE

08/19/2002 - 01/25/2005

WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 10/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Allen Headrick.
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