Alex Doran Lewellyn

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY 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

• 02/2012 → 01/2025
  Bluewater Financial, Inc.
  Medford, OR
• 02/2012 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 08/2022 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 08/2024 → 01/2025
  Osaic Wealth, Inc.
  Medford, OR
• 01/2025 → Present
  Lpl Financial
  Medford, OR
• 01/2025 → Present
  Lewellyn Wealth
  Medford, OR

Previous Registrations

• 2024-08-23 → 2025-01-07
  Osaic Wealth, Inc.
  Medford, OR
• 2022-08-24 → 2024-08-23
  Triad Advisors Llc
  Medford, OR
• 2016-04-04 → 2022-11-29
  Lewellyn Financial Management
  Medford, OR

Other Businesses

1) 12/2024 - Lewellyn Wealth / DBA for LPL Business (entity for LPL business) / Inv. Related / Medford, OR 97504 / Start date 01/06/2025 - 160 Hrs per month - 75 % Time Spent 2) 12/2024 - Seven Bushes, LLC / Co-owner/Excavator / Business Owner / Non Inv. Related / Medford, OR 97501 / Start date 06/01/2021 3) 12/2024 - GREENWATER LLC /Sole owner / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Medford, OR 97504 / Start date 11/02/2020 - 40 Hrs per month - 25 % Time Spent 4) 12/2024 - Fin Addicts / Commercial Fishing; Skipper , Deckhand duties, Fishing / Outside/W-2 Employment / Non Inv. Related / Medford, OR 67504 / Start date 07/07/20211 - 1% Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2014-09-25