Alex Paul Sutherland
Investment adviser representative at Lifeplan Group
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$326MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Lifeplan GroupFeb 2014 to now
- Lifeplan Investment Advisors, Inc.Feb 2014 to now
- Lifeplan Tax and Insurance Group, IncAug 2012 to now
- Ae Wealth Management, LLCSep 2018 to Nov 2021
- Eqis Capital ManagementMar 2014 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Lifeplan Group
Legal name: Lifeplan Investment Advisors, Inc
$326MAssets managed
278Clients
4Advisers
4 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
- 6290303
- Firm CRD
- 144157