Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Catherine Milam is a registered Investment Advisor Representative in North Carolina. Sara is associated with Alphastar Capital Management. She is currently licensed as a Licensed Insurance Agent. Sara has been in the industry for at least five years. Sara has passed the Uniform Investment Adviser Law Examination, Series 65. Sara has experience with financial planning and portfolio management for individuals. She has worked for Financial Independence Group and Ann Taylor LOFT, in addition to Alphastar Capital Management.
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
02/06/2023 - Present
Alphastar Capital Management (CORNELIUS NC)
IA
Issued 01/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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