Amy
Deer
Commonwealth Financial Network
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About this Advisor
Amy Deer is a financial advisor working in Burlington, Massachusetts who has 4 years of industry experience. Deer works at Commonwealth Financial Network. During their career, the advisor has held roles at The Kraematon Group, Dance Now Miami, Allie Munroe, John Leonard, Complete Staffing Solutions, Inner City Children Dance Co, Boston Ballet, Cherubino Health Center, Commonwealth Financial Network and Axial Benefits Group. Deer holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Massachusetts. Commonwealth Financial Network is an advisory business that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It oversees $146 billion in assets under management among its 585,629 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 2,108 charitable organizations. Of its 585,629 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers a number of services, including 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. A financial advisor's fee schedules typically depend on which services are offered. However, fees charged by Commonwealth Financial Network can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Amy has been registered as a financial advisor for 4 years.*
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
Cherubino Health Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Salt Lake City, UT
Waltham, MA
Bedford, NH
East Syracuse, NY
Rochester, MN
San Diego, CA
New York, NY
Kennewick, WA
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