Lyall
Friedline

Commonwealth Financial Network

CRD#5345889
Investment Advisor
in Lees Summit, MO

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About this Advisor

Lyall Friedline is a financial advisor working out of Lees Summit, Missouri, with a total of 3 years of industry experience. Friedline is an advisor for Commonwealth Financial Network. Throughout their career, Friedline has worked at American Tax Advisors Of Kc Inc, Tcm Securities, Inc, Triumph Wealth Advisors, Usa Financial Securities, Commonwealth Financial Network and Friedline Financial. Friedline has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Commonwealth Financial Network is an advisory firm operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in total assets across its 585,629 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a wide set of services, such as 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. Fees charged by financial advisors typically vary depending on which service is provided. Fees billed by Commonwealth Financial Network can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Office Location

107 Sw Market Street Suite A
Lees Summit, MO 64063

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

MO Average: 118
Total Number of Accounts

585,629

MO Average: 4,567
Average Account Size

$249,965

MO Average: $3,506,186

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

Lyall Friedline Work History

Lyall has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Commonwealth Financial Network

2020 - Present (4 years)

Friedline Financial

2007 - Present (17 years)

American Tax Advisors Of Kc Inc

2015 - 2020 (5 years)

Usa Financial Securities

2014 - 2015 (1 year)

Triumph Wealth Advisors

2013 - 2015 (2 years)

Tcm Securities, Inc

*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 Lyall Friedline 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

Fred Scheffner
Salt Lake City, UT
Shelby Trinkino
Littleton, CO
Sviatlana Maslava
New York, NY
Dareth Mcalpin
Iowa City, IA
Mark Kutzke
Rochester, MN
Jerome Sullivan
Davis, CA
Janae Sowards
Campbell, CA
Stephanni Sharp
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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