Stephen
Lafrance
Commonwealth Financial Network
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About this Advisor
Stephen Lafrance is a certified financial planner working in High Point, North Carolina, with a total of 14 years of relevant experience. Lafrance is an employee of Commonwealth Financial Network. The advisor has gained experience at Commonwealth Financial Network and Blakely Financial Inc. Lafrance has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts and North Carolina. Commonwealth Financial Network is a financial advisory company that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It manages $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 advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. The business offers a number 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 for financial advisory services depend on the services. Fees charged by Commonwealth Financial Network most likely are comprised 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
Stephen Lafrance Work History
Stephen has been registered as a financial advisor for 14 years.*
Commonwealth Financial Network
Blakely Financial 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 Stephen Lafrance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
