Lee W Northern
Investment adviser representative at Alphastar Capital Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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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
11 years in the industry.
- Alphastar Capital ManagementDec 2025 to now
- Stanley Wealth RetirementDec 2025 to now
- Trajan Wealth, LLCNov 2024 to Oct 2025
- Bank of America, N.A.Apr 2024 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Nov 2024
- Summit Delivery SystemsDec 2023 to Mar 2024
- Dale Holdings Corp.Aug 2023 to Oct 2023
- Northwestern Mutual Investment Services LLCAug 2023 to Oct 2023
- UnemployedMar 2023 to Jul 2023
- Charles Schwab IncMay 2020 to Mar 2023
- USAA Financial Advisors IncAug 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 5029425
- Firm CRD
- 157423