linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Anthony Beargie

Alphastar Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Anthony Beargie

Robert Anthony Beargie is an investment advisor representative at Alphastar Capital Management. Robert is also licensed as an insurance agent and holds licenses in Florida, Mississippi, and Texas. Robert's professional experience includes working as a financial advisor for Raymond James Financial Services, Inc. and serving as the proprietor/owner of a rental real estate business. Robert is a registered representative with a Series 66 license, a Series 7 license, and a SIE license. He has worked in the financial services industry since 2012 and is committed to providing clients with personalized financial planning and investment management services.

Firm Information

Robert Beargie 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Beargie’s Registration & Firm History

FL

02/15/2022 - Present

Alphastar Capital Management (Pensacola FL)

FL

09/13/2012 - 10/24/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (PENSACOLA FL)

Not sure if Robert Anthony Beargie is right for you?

Licenses & Designations

BOTH

Issued 10/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Anthony Beargie. Review regulatory record here.
Not sure if Robert Anthony Beargie is right for you?