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William Cole Blackburn

Alphastar Capital Management

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About William Cole Blackburn

William Blackburn is a financial advisor at Alphastar Capital Management. William has been in the industry for over a decade and has experience in financial planning, portfolio management, and pension consulting. William has licenses to provide both investment advisory and brokerage services. William is committed to providing clients with customized financial solutions to meet their unique needs. William holds the Series 63, Series 65, Series 7TO, and Series 6TO licenses.

Firm Information

William Blackburn 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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William Blackburn’s Registration & Firm History

MN

02/01/2024 - Present

Alphastar Capital Management (Rochester MN)

NC

05/28/2021 - 10/30/2021

PRINCIPAL SECURITIES, INC. (Charlotte NC)

NC

02/28/2020 - 05/20/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 08/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Cole Blackburn.
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