Commonwealth Financial Network
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About this Advisor
Lawrence Albert is a certified financial planner who is based in Peabody, Massachusetts. Currently a registered advisor with Commonwealth Financial Network, they have accumulated 10 years of professional experience. Albert has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Albert is able to advise investors in Massachusetts. Over the course of their career, Albert has held roles at Emerson College, Capital Management Partners, LLC and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Peabody, Massachusetts, and operates out of 1,090 offices throughout the nation. In total, Commonwealth Financial Network manages $85 billion in assets dispersed across 388,288 accounts and retains more than 3,350 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 379,505 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Commonwealth Financial Network can offer 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Lawrence Albert Work History
Lawrence has 11 years of experience.
Capital Management Partners, LLC
Commonwealth Financial Network
Lawrence Albert has no disclosures.
Please visit their SEC profile for more details.
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