Alex Paul Sutherland

Employer firm

Lifeplan Group CRD 144157

$326M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• SELECTION OF MGRS THROUGH CO-ADVISOR

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

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

Current Employers

Employment History

• 08/2012 → Present
  Lifeplan Tax And Insurance Group, Inc
  Raleigh, NC
• 02/2014 → Present
  Lifeplan Investment Advisors, Inc.
  Raleigh, NC
• 03/2014 → 12/2021
  Eqis Capital Management
  San Rafeal, CA
• 09/2018 → 11/2021
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2019-03-07 → 2021-12-06
  Freedom Investment Management, Inc.
  Raleigh, NC
  Raleigh, NC
• 2018-09-11 → 2021-11-30
  Ae Wealth Management, Llc
  Raleigh, NC
  Raleigh, NC
• 2016-08-23 → 2018-12-31
  Freedom Investment Management, Inc.
  Raleigh, NC

Other Businesses

LifePlan Tax & Insurance Group, INC. - Owner and Agent. 10/2014 to Present. Investment Related. 7201 Creedmoor Rd, Suite 147, Raleigh, NC 27613. Spend 10 hrs/month on this activity, 10 hrs/month during normal trading hours. Duties include placement of insurance products as agent. Sole Proprietor; Real Estate sales not investment related; 2001 Angelwing Ct. Raleigh, NC 27613. Real Estate sales; Broker; Owner; Broker; 3/19/2013 to Present. Spend less than 1 hr/month on this activity, 0 hrs during normal trading hours. Real Estate Agent for the sale of homes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-06

Designations

• Certified Financial Planner