Florida firm overseeing $1.2 billion joins Commonwealth

Florida firm overseeing $1.2 billion joins Commonwealth
Jacksonville-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors.
MAY 22, 2023

A team of advisors that oversaw $1.2 billion in client assets at Lincoln Financial Group has joined Commonwealth Financial Network.

Jacksonville, Florida-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors and support staff. The advisors are Bruce Chadbourne, Cindy Deavel, Stuart Farb, Hayley Gregory, Rebecca Kaufman, Taylor Lloyd, James Neel, Nathan Rogero, Bruce Schilling, Michael Sullum and Walter Williams.

Cirino has 38 years of experience, according to his BrokerCheck report, and had been affiliated with Lincoln Financial Advisors since 1998. Harrison has 24 years of experience and had been affiliated with Lincoln since 1999. According to a statement, the members of the team have an average of 24 years of experience.

“While our bias was to stay where we were, after an extensive due diligence process, it was clear that Commonwealth was the best choice for our clients, advisors, and staff,” Cirino said in the statement. “We don’t need to reinvent the wheel — we just want to make the wheel better, and Commonwealth gives us the ability to do that and run the business the way we want.”

Harrison noted that Aegis Consulting aims to grow nationally, “and we are in a better position to do that with Commonwealth.”

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound