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Client Account Access - Yancey Financial uses AlphaStar Capital Management as its Registered Investment Advisor and TD Ameritrade as its independent custodian. 
 
Click below to view your investment account performance, activity and statements with a single login.
 
 

 

 

 

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Yancey/Financial

Investments. Insurance. Consulting.

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Yancey Financial, LLC are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Yancey Financial, LLC does not offer legal or tax advice.  

 

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