William Cole Blackburn

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2020 → 05/2021
  Wells Fargo Clearing Services Llc
  Charlotte, NC
• 01/2020 → 04/2020
  Rhi General Group
  San Ramon, CA
• 05/2019 → 01/2020
  Tupelo Honey Cafe
  Charlotte, NC
• 05/2018 → 05/2019
  Cardinal Advisors
  Apex, NC
• 09/2016 → 05/2018
  Charlotte Country Club
  Charlotte, NC
• 05/2021 → 10/2021
  Principal Life Insurance Company
  Charlotte, NC
• 05/2021 → 10/2021
  Principal Securities Inc
  Charlotte, NC
• 10/2021 → 10/2023
  Alphastar Capital Management, Llc
  Cornelius, NC
• 09/2023 → 10/2023
  Alphastar Capital Management, Llc
  Cornelius, NC
• 01/2024 → Present
  Ramer Retirement Resources
  Rochester, MN
• 02/2024 → Present
  Alphastar Capital Management, Llc
  Cornelius, NC

Previous Registrations

• 2023-09-05 → 2023-10-09
  Alphastar Capital Management
  Cornelius, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-12
• S63 Uniform Securities Agent State Law Examination
  2020-03-13

Other Names

• William Cole Blackburn