AM
AM

Alexandra Lauren Morrison

May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,022 clients
Average Client Portfolio
$606K average
Assets Under Management
$1.2B

Fee Structure

Loading...

Location

50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Westminster Financial Advisory CORP
April 2025 - Present · 10 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.