Alexandra Lauren Morrison
Investment adviser representative at Westminster Financial Advisory Corp
14 yearsExperience
2 statesRegistered in
$1.4BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Westminster Financial Advisory CorpApr 2025 to now
- Westminster FinancialJan 2025 to now
- Westminster Financial SecuritiesJan 2012 to now
- Bakery AgencyJan 2022 to Jan 2025
- SomnioSep 2021 to Jan 2022
- Helo DigitalDec 2020 to Jul 2021
- UnemployedJul 2020 to Sep 2021
- RazorfishJan 2020 to Dec 2020
- Publicis SapientJan 2019 to Dec 2019
- Proof AdvertisingAug 2017 to Jan 2019
- UnemployedMay 2017 to Aug 2017
- Fahlgren MortineAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Westminster Financial Advisory Corp
$1.4BAssets managed
2,029Clients
35Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5828332
- Firm CRD
- 110283