Dexter
Mccormick

Alphastar Capital Management

CRD#1500504
Investment Advisor
in Cornelius, NC

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About this Advisor

Dexter Mccormick is a financial advisor based in Cornelius, North Carolina, working with Alphastar Capital Management. Dexter has previously held positions at Insource, Inc, The Mccormick Group, The Leaders Group Inc, Navian Capital Securities, LLC, Tlg Advisors Inc, Axio Financial LLC, M. S. Howells & Co, Alphastar Capital Management, LLC, Da Mccormick Financial Services, and Financial Independence Group. Dexter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Indiana, New Mexico, North Carolina, Pennsylvania, and Texas. Currently, Dexter is part of Alphastar Capital Management, which operates out of Cornelius, North Carolina. The firm has 58 offices and 109 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

19600 West Catawba Avenue Suite B200
Cornelius, NC 28031

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Alphastar Capital Management Brokerage Details

Total Assets Under Management

$1,146,934,809

NC Average: $3,625,019,099
Total Number of Employees

109

NC Average: 22
Total Number of Accounts

10,083

NC Average: 1,917
Average Account Size

$113,749

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Dexter Mccormick Work History

2023 - Present (2 years)

Alphastar Capital Management, LLC

2023 - Present (2 years)

Da Mccormick Financial Services

2023 - Present (2 years)

Financial Independence Group

2021 - 2023 (2 years)

M. S. Howells & Co

2020 - 2021 (1 year)

Axio Financial LLC

2018 - 2023 (5 years)

Tlg Advisors Inc

2017 - 2020 (3 years)

Navian Capital Securities, LLC

2014 - 2017 (3 years)

The Leaders Group Inc

1997 - 2014 (17 years)

The Mccormick Group

1988 - 2023 (35 years)

Insource, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dexter Mccormick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphastar Capital Management

Andrew Barnett
Cornelius, NC
Brantley Claunch
Cornelius, NC
Colton Gentry
Manhattan, KS
Brian Bach
Cornelius, NC
James Boggus
Cornelius, NC
Nicholas Smith
Rochester, MN
Jordan Hunter
Florence, AL
Scott Jacob
Cornelius, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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