Florence, AL Office

Team
Updated today

Client AUM

$2,234,313,383

Clients

8,466

Advisors

3

Of 152 advisors across 98 offices

Location

3295 County Road 47

Florence AL 35630

Advisors at this office

3

Advisors at this office

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James B

Series 66, Series 65

Florence, AL

AlphaStar Capital Management

James Boggus is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at United Benefits Insurance since 2017. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed model portfolios and advisor-directed strategies that incorporate tactical and strategic approaches across various asset types.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Jordan H

Series 65

Florence, AL

AlphaStar Capital Management

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Brantley C

Series 65

Florence, AL

AlphaStar Capital Management

Brantley Claunch is a financial advisor with AlphaStar Capital Management in Florence, AL, holding a Series 65 designation and two years of industry experience. His career includes roles at United Benefits Insurance and Bank Independent. Outside his advisory work, he is involved in non-investment ventures, including ownership interests in small businesses that operate vending machines and renovate properties. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset types, and supports ERISA-related plan services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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