Lisa Lorraine Spurlock
Investment adviser representative at Alphastar Capital Management
13 yearsExperience
1 stateRegistered in
$2.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Alphastar Capital Management LLCNov 2023 to now
- Securenet Financial, LLCMar 2022 to now
- Ae Wealth ManagementSep 2021 to Apr 2022
- Changepath, LLCFeb 2021 to Aug 2021
- Tb Wealth Management, LLCJan 2021 to Mar 2022
- Blueprint Wealth ManagementOct 2020 to Jan 2021
- Parady FinancialAug 2020 to Dec 2020
- Fross and Fross Wealth ManagementAug 2019 to Aug 2020
- UnemployedJan 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4688932
- Firm CRD
- 157423