Advisors at this firm
Terry P
Series 63, Series 65
Alpharetta, GA
Northstar Investment Partners
Terry Prillaman is the sole advisor at Northstar Investment Partners in Alpharetta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Northstar Investment Partners since 2004. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs multiple option strategies and bases its recommendations on clients’ goals and risk factors to seek capital appreciation.
Alexander S
Series 65
Alpharetta, GA
Northstar Investment Partners
Alexander Stoehr is a financial advisor at Northstar Investment Partners in Alpharetta, GA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Georgia Advisory Group LLC and Fisher Investments. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including minor-child accounts. The firm employs a portfolio management approach that incorporates multiple option strategies tailored to clients' goals, time horizons, and risk factors.
Nicholas M
Series 65
Alpharetta, GA
Northstar Investment Partners
Nicholas Meyer is a financial advisor at Northstar Investment Partners in Alpharetta, GA. He holds a Series 65 designation and has been with Northstar since 2025. Prior to his advisory role, he worked in the Utility Department at the University of Cincinnati for six years. Northstar Investment Partners provides investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm employs a fee-only model and incorporates option strategies such as protective puts and covered calls as part of its approach.
David T
Series 66
Alpharetta, GA
Northstar Investment Partners
David Thompson is a financial advisor at Northstar Investment Partners in Alpharetta, GA, holding a Series 66 designation with over a decade of experience. His prior work includes roles at Morgan Stanley since 2023 and E*Trade Capital Management and E*Trade Securities since 2009. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs a range of option strategies in portfolio management and focuses on aligning recommendations with clients’ goals and risk factors.