Phillip
Lawson
Alphastar Capital Management, LLC
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About this Advisor
Phillip Lawson is a financial advisor working out of Findlay, Ohio, who has 8 years of relevant experience. Lawson is on the advisory team at Alphastar Capital Management, LLC. During their career, Lawson has held roles at The O.N. Equity Sales Company, Ohio National Financial Services, Alphastar Capital Management, LLC and Lawson Financial Group. Lawson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Ohio. Alphastar Capital Management, LLC is a registered investment firm based out of Cornelius, NC. The investment advisory business has offices in 82 locations and a total of 128 people on staff. It has $2 billion in assets among its 13,326 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 13,326 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice are based on the financial services. Fees charged by Alphastar Capital Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alphastar Capital Management, LLC Brokerage Details
$1,450,962,289
128
13,326
$108,882
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
Phillip has been registered as a financial advisor for 8 years.*
Alphastar Capital Management, LLC
Lawson Financial Group
The O.N. Equity Sales Company
Ohio National Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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, LLC
Abilene, TX
Cornelius, NC
Hemet, CA
Concord, NC
Goodlettsville, TN
Wilmington, NC
Phoenix, AZ
Uniontown, OH
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