Alexander SaulonCRD Number: 3120711
Current Firm: Commonwealth Financial Network
Alexander Saulon (CRD# 3120711) is an Investment Advisor Representative working at Commonwealth Financial Network in Manalapan, NJ and has over 19 years of experience in the finance industry. Alexander Saulon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fxp Advisory Services
Constantia Capital LLC
|Commonwealth Financial Network||Waltham, MA||Sep 2016 - Current||1|
|Everbank||Iselin, NJ||Feb 2009 - Current||9|
|Dynasty Advisors LLC||Iselin, NJ||Jun 2005 - Current||12|
|Securities America, Inc.||Iselin, NJ||Aug 2008 - Sep 2016||8|
|Securities America Advisors, Inc.||Iselin, NJ||Aug 2008 - Sep 2016||8|
|Multi-financial Securities Corporation||Denver, CO||Jun 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management61,475MILLIONS
Total Number of Accounts261,237ACCOUNTS
Average Account Value$235,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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