Alexander P Harrison

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/1998 → 03/2023
  Lincoln Financial Advisors Corporation
  Jacksonville, FL
• 03/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2023 → Present
  Aegis Consulting Group, Llc
  Jacksonville, FL

Previous Registrations

• 1999-01-12 → 2023-03-13
  Osaic Fa, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1.Fixed insurance sales; as of 03/01/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Executive Planning Solutions, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 03/01/2023; 5% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner & Vice President, Aegis Consulting Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 3/01/2023; 10% time spent during business hours; Conducted at branch; Investment related. 4. Co-author, "Master Your Financial Success", Located in Jacksonville, FL, as of 11/22/2022; 0% time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-23