Alexander Colin Lohrman
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Alexander Colin Lohrman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Commonwealth Financial NetworkJun 2026 to now
- Shore Point Advisory GroupOct 2025 to now
- Chick-fil-aOct 2024 to Jan 2026
- Blakely Financial/ National Financial Services LLCMay 2023 to Jul 2024
- Costco WholesaleOct 2022 to May 2023
- Party ReflectionsMay 2021 to Oct 2022
- Dilishi Frozen YogurtAug 2020 to May 2021
- Northern Guilford High SchoolAug 2018 to May 2022
- Guilford Middle SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7736406
- Firm CRD
- 8032