Alicia Halstead
Professional Summary
Alicia Halstead is a registered financial advisor currently at AUGUSTAR DISTRIBUTORS, INC. located in Cincinnati, Ohio. Alicia is registered as a RR (Registered Representative) and started their career in finance in 2025. Alicia has worked at 1 firm and has passed the Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
AUGUSTAR DISTRIBUTORS, INC. | OHIO NATIONAL EQUITIES, INC.
Contact Information
Main Address
One Financial Way, Cincinnati, OH 45242Mailing Address
P.o. Box 237, Cincinnati, OH 45201-0371Phone Number
(513) 797-3443Established
Ohio since 01/17/1996Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (42 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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CAPITAL ADVISORY SERVICES, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2025About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Alicia Halstead's CRS (Customer Relationship Summary).
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