Lisa Lorraine Spurlock

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 08/2020
  Fross And Fross Wealth Management
  The Villages, FL
• 08/2020 → 12/2020
  Parady Financial
  The Villages, FL
• 01/2013 → 08/2019
  Unemployed
  Jupiter, FL
• 02/2021 → 08/2021
  Changepath, Llc
  Leawood, KS
• 01/2021 → 03/2022
  Tb Wealth Management, Llc
  Fruitland Park, FL
• 10/2020 → 01/2021
  Blueprint Wealth Management
  The Villages, FL
• 09/2021 → 04/2022
  Ae Wealth Management
  Topeka, KS
• 11/2023 → Present
  Alphastar Capital Management Llc
  Cornelius, NC
• 03/2022 → Present
  Securenet Financial, Llc
  Wildwood, FL

Previous Registrations

• 2021-09-10 → 2022-04-08
  Ae Wealth Management, Llc
  Fruitland Park, FL
• 2021-02-12 → 2021-08-27
  Creativeone Wealth, Llc
  Fruitland Park, FL
  Overland Park, KS
• 2020-10-06 → 2021-01-11
  Parady Wealth Management
  The Villages, FL
• 2004-09-21 → 2007-01-04
  Mmc Securities Llc
  Louisville, KY

Other Businesses

Securenet Financial, LLC; investment related; ; 4076 E. SR 44, Wildwood, FL 34785. Life Insurance and Annuity sales; Vice President of Advisory Support Since 03/2022; Approx. 11hrs/month; Approx. 11hrs/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-09
• S63 Uniform Securities Agent State Law Examination
  2004-03-09

Other Names

• Lisa Spurlock Foley