Phillip Lawson, financial advisor Findlay OH
93 score

Phillip Lawson

CRD Number: 5327655
Current Firm: Alphastar Capital Management, LLC

Phillip Lawson (CRD# 5327655) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Findlay, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Alphastar Capital Management, LLC Cornelius, NC Apr 2015 - Current 1
Lawson Financial Group Findlay, OH Jan 2013 - Current 3
The O.n. Equity Sales Company Cincinnati, OH Mar 2011 - Apr 2015 4
Ohio National Financial Services Cincinnati, OH Feb 2011 - Apr 2015 4
Securian Financial Services Inc. St. Paul, MN Apr 2007 - Mar 2011 3
The Financial Design Group Toledo, OH Apr 2007 - Mar 2011 3
Minnesota Life St. Paul, MN Apr 2007 - Feb 2011 3
Marathon Petroleum Company LLC Findlay, OH Feb 2003 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Phillip P. Lawson
Phone Number: 855-340-2514
Registered State(s):
  • IL
  • OH
  • TN
  • SC
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    2,660
    ACCOUNTS
  • Average Account Value
    $56,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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