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Lisa Lorraine Spurlock

Alphastar Capital Management

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About Lisa Lorraine Spurlock

Lisa Spurlock is an Investment Advisor Representative with Alphastar Capital Management, with over 15 years of experience in the financial services industry. Lisa is a licensed Investment Advisor Representative in Florida. Lisa focuses on providing financial planning and investment advisory services to individuals, businesses, and pension plans. Lisa is also a Vice President of Advisory Support at Securenet Financial, LLC.

Firm Information

Lisa Spurlock is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Spurlock’s Registration & Firm History

FL

04/02/2024 - Present

Alphastar Capital Management (Wildwood FL)

FL

01/14/2010 - 04/06/2010

NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)

NJ

07/31/2007 - 09/30/2009

HARTFORD EQUITY SALES COMPANY INC. (FLORHAM PARK NJ)

IA

03/05/2004 - 03/29/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 08/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Lorraine Spurlock.
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