Lawrence R Karle
Investment adviser representative at Commonwealth Financial Network
12 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
12 years in the industry.
- Commonwealth Financial NetworkMar 2021 to now
- New England Wealth Management, LLCMar 2021 to now
- Resources Investment AdvisorsSep 2020 to Mar 2021
- Landmark SchoolOct 2018 to Jun 2021
- Kestra Financial, Inc.Sep 2017 to Oct 2018
- Massmutual Life Insurance CoAug 2017 to Aug 2017
- MML Investors Services, LLCAug 2017 to Aug 2017
- Nfp Securities, Inc.Apr 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 4653837
- Firm CRD
- 8032