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Phillip P. Lawson

Alphastar Capital Management

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About Phillip P. Lawson

Phillip P. Lawson is a financial advisor registered with Alphastar Capital Management. Phillip has over 14 years of experience in the financial industry. He is a Registered Investment Advisor (IA) in Ohio and has been active in the state since 2015. Phillip is also registered with The O.N. Equity Sales Company and Securian Financial Services, Inc. Prior to joining Alphastar Capital Management, Phillip was a Managing Member of JJ Ventures, LLC and Lawson Financial Group. Phillip specializes in Financial Planning, Portfolio Management for Individuals, Selection of Other Advisers, and Pension Consulting.

Firm Information

Phillip Lawson 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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Phillip Lawson’s Registration & Firm History

OH

05/01/2015 - Present

Alphastar Capital Management (FINDLAY OH)

OH

03/16/2011 - 05/08/2015

THE O.N. EQUITY SALES COMPANY (FINDLAY OH)

OH

06/11/2007 - 03/21/2011

SECURIAN FINANCIAL SERVICES, INC. (FINDLAY OH)

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Licenses & Designations

BOTH

Issued 07/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip P. Lawson.
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