Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
10 years
Location
Grangeville, ID 83530
AlphaStar Capital Management
Multi-team
Gregory Graves is a financial advisor at AlphaStar Capital Management with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Redhawk Wealth Advisors and NWYC. Outside of advisory work, he serves as a trainer and field representative for National Write Your Congressman, focusing on political action encouragement. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes a blend of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models.
Based on AlphaStar Capital Management
Based on AlphaStar Capital Management
Fixed fees for financial planning vary based on complexity and client needs; specific amounts are negotiated
Up to 2.25% per annum (maximum annual rate); actual fees are negotiable and vary by client
IARs may receive commissions for sale of commission-based insurance products separately from advisory fees; commissions vary by product and carrier
Hourly financial planning fees are negotiable and based on complexity; specific rates not stated
Subscription fees for ongoing financial planning and consulting may be negotiated; specific amounts not stated
Minimum fee: Account administrative fee of up to $50 per account annually, payable monthly or quarterly Fee-only: Financial planning services offered with negotiable fixed fees, hourly fees, retainer fees, or subscription fees (monthly, quarterly, or annual); specific amounts vary and are negotiated
Grangeville, ID
120 E. South 7th Street
Grangeville ID 83530
Advisors at this office
1
Idaho
10 years of industry experience
Alphastar Capital Management
2026 - Present • 1 year
Cornelius, NC
United Benefits (UB Wealth)
2026 - Present • 1 year
Grangeville, ID
Unemployed
2026 - 2026 • 1 year
Grangeville, ID
Redhawk Wealth Advisors, Inc.
2025 - 2026 • 1 year
Bloomington, MN
Fiscal Wisdom Wealth Management
2024 - 2025 • 1 year
Canton, CT
NWYC
2022 - 2025 • 3 years
Kooskia, ID
Portsmouth-SmartLife Financial Group, LLC
2021 - 2024 • 3 years
Atlanta, GA
SmartLife Financial Group, LLC
2020 - 2021 • 1 year
Vero Beach, FL
Parker Financial LLC
2018 - 2020 • 2 years
Silverdale, WA
Thrivent Financial
2015 - 2018 • 3 years
Appleton, WI
Thrivent Investment Management inc
2015 - 2018 • 3 years
Bremerton, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Grangeville, ID
LPL Financial
James Rockwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside of his advisory work, he is a business owner of Salmon Canyon Ranch, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, and various institutional platforms, combining advisory services with a broad range of financial products and operational tools.
Series 65, Series 63
Grangeville, ID
LPL Financial
Zachary Carothers is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Monarch Marketing, Signia Capital, and Northern States, Inc. He is based in Grangeville, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.
Series 63, Series 65
Grangeville, ID
LPL Financial
Rocky Howe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2020 and spent 11 years at E.K. Riley Investments, LLC prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
CFA®, Series 63, Series 65
Grangeville, ID
LPL Financial
David Wimer is a CFA® charterholder with 29 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2020. Prior to LPL, he was with Ek Riley Investments for 15 years and has held roles at First Allied Securities and Ragen Mackenzie Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a variety of discretionary and non-discretionary strategies.
Series 66
Grangeville, ID
LPL Financial
John Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at E.K. Riley Investments, LLC for six years before joining LPL Financial in 2020. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Series 66
Grangeville, ID
LPL Financial
Adam Uptmor is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and serves as an elementary and middle school principal for the Mountain View School District, a role he has held since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a broad range of investment strategies.
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