Lawrence
Albert

Commonwealth Financial Network

CRD#5985366
Investment Advisor
in Peabody, MA

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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

100 Corporate Place Suites 304 and 306
Peabody, MA 01960

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

MA Average: $16,012,751,954
Total Number of Employees

3,350

MA Average: 118
Total Number of Accounts

388,288

MA Average: 4,567
Average Account Size

$219,462

MA Average: $3,506,186

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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.

2011 - Present (9 years)

Capital Management Partners, LLC

2011 - Present (9 years)

Commonwealth Financial Network

2009 - 2011 (2 years)

Emerson College

Disclosures

Lawrence Albert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brian Beaulieu
Camden, ME
Charles Carter
Phoenix, AZ
Daniel Flanagan
Framingham, MA
Joanne Mungall
San Jose, CA
Avigail Curry
Anchorage, AK
Joseph Gugino
Waltham, MA
Karen Tupitza
Fairfax, VA

This content was compiled from the SEC and FINRA.

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