Robert
Lingenfelser

Commonwealth Financial Network

CRD#866666
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Robert Lingenfelser is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an advisor with Commonwealth Financial Network, they have accumulated a notable 23 years of practice as a registered investment advisor. Lingenfelser has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Lingenfelser is able to work with customers in Pennsylvania. During their career, the advisor has held roles at Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Independent Insurance Agent and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Pittsburgh, Pennsylvania, and operates out of 1,090 additional offices throughout the United States. In total, Commonwealth Financial Network oversees $81 billion in assets throughout 335,560 accounts and employs more than 3,200 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 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

9123 Perry Highway
Pittsburgh, PA 15237

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

PA Average: 118
Total Number of Accounts

388,288

PA Average: 4,567
Average Account Size

$219,462

PA 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

Robert Lingenfelser Work History

Robert has 23 years of experience.

2010 - Present (9 years)

Commonwealth Financial Network

2010 - Present (9 years)

Commonwealth Financial Network

2009 - 2010 (1 years)

Raymond James Financial Services Advisors, Inc

2005 - Present (14 years)

Independent Insurance Agent

1995 - 2010 (15 years)

Raymond James Financial Services, Inc

Disclosures

Robert Lingenfelser has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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