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Lisa S

Series 63, Series 65

Wildwood, FL

AlphaStar Capital Management

Lisa Spurlock is a financial advisor with AlphaStar Capital Management in Wildwood, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including AE Wealth Management and Blueprint Wealth Management. Additionally, she serves as Vice President of Advisory Support at Securenet Financial, where she is involved in life insurance and annuity sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services using both model and custom strategies based on strategic asset allocation and quantitative analysis.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Stephen S

Series 65

Wildwood, FL

AlphaStar Capital Management

Stephen Schneider is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Alphastar Capital Management and holds leadership roles outside of his advisory work as CEO of Securenet Financial, LLC, which focuses on life insurance and annuity sales, and as owner of Securenet Tax, LLC, a tax preparation and planning service. Alphastar Capital Management serves a diverse client base including individuals, high-net-worth clients, businesses, and retirement plans. The firm delivers discretionary investment management, financial planning, and subadvisory services using a combination of firm-designed model portfolios and advisor-directed strategies across a broad range of asset types.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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