Amy
Deer
Commonwealth Financial Network
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About this Advisor
Amy Deer is a financial advisor based in Burlington, Massachusetts, working with Commonwealth Financial Network. Amy has previously held positions at The Kraematon Group, Dance Now Miami, Allie Munroe, John Leonard, Complete Staffing Solutions, Inner City Children Dance Co, Boston Ballet, Commonwealth Financial Network, and Axial Benefits Group. Amy has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Amy is part of Commonwealth Financial Network, which operates out of Burlington, Massachusetts. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Amy Deer Work History
Axial Benefits Group
Commonwealth Financial Network
The Kraematon Group
Allie Munroe
John Leonard
Allie Munroe
John Leonard
Allie Munroe
John Leonard
Complete Staffing Solutions
Inner City Children Dance Co
Boston Ballet
Dance Now Miami
Disclosures
Please visit the SEC profile of Amy Deer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Keene, NH
Northfield, MA
Murphys, CA
Pennington, NJ
Burlington, MA
Saint Louis, MO
Glen Ellyn, IL
Mount Pleasant, SC
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