Phillip
Lawson

Alphastar Capital Management

CRD#5327655
Investment Advisor
in Findlay, OH

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About this Advisor

Phillip Lawson is a financial advisor based in Findlay, Ohio, working with Alphastar Capital Management. Phillip has previously held positions at The O.N. Equity Sales Company, Ohio National Financial Services, Alphastar Capital Management, LLC, and Lawson Financial Group. Phillip has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Phillip is part of Alphastar Capital Management, which operates out of Findlay, Ohio. 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 66

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

101 W. Sandusky Street Suite 210
Findlay, OH 45840

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Alphastar Capital Management Brokerage Details

Total Assets Under Management

$1,146,934,809

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

109

OH Average: 22
Total Number of Accounts

10,083

OH Average: 1,917
Average Account Size

$113,749

OH 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

Phillip Lawson Work History

2015 - Present (9 years)

Alphastar Capital Management, LLC

2013 - Present (11 years)

Lawson Financial Group

2011 - 2015 (4 years)

The O.N. Equity Sales Company

2011 - 2015 (4 years)

Ohio National Financial Services

Disclosures

Please visit the SEC profile of Phillip Lawson 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

Jake Galligan
Fuquay-Varina, NC
Colton Gentry
Manhattan, KS
Scott Jacob
Cornelius, NC
Andrew Barnett
Cornelius, NC
Jordan Hunter
Florence, AL
Isaiah Smith
Huntersville, NC
Brian Bach
Cornelius, NC
David Weiland
West Palm Beach, FL

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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