Deborah Lyn Lane
Investment adviser representative at Commonwealth Financial Network
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Commonwealth Financial NetworkNov 2005 to now
- Center Square Asset ManagementNov 2005 to now
- Amidon & Petersen Financials, LLCMar 2025 to May 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NY, VT).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2187967
- Firm CRD
- 8032