Alexander Colin Lohrman

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

• 05/2021 → 10/2022
  Party Reflections
  Greenbsoro, NC
• 10/2022 → 05/2023
  Costco Wholesale
  Greensboro, NC
• 05/2023 → 07/2024
  Blakely Financial/ National Financial Services Llc
  High Point, NC
• 10/2024 → 01/2026
  Chick-Fil-A
  Greensboro, NC
• 10/2025 → Present
  Shore Point Advisory Group
  High Point, NC
• 08/2020 → 05/2021
  Dilishi Frozen Yogurt
  Greensboro, NC
• 08/2018 → 05/2022
  Northern Guilford High School
  Greensboro, NC
• 08/2015 → 05/2018
  Guilford Middle School
  Greensboro, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-13

Other Names

• Alex Lohrman