Emily Reed Normandin
Investment adviser representative at Commonwealth Financial Network
10 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
10 years in the industry.
- Commonwealth Financial NetworkSep 2023 to now
- Egidio Lennon Wealth Management, LLCSep 2023 to now
- Kestra Advisory Services, LLCJun 2020 to Sep 2023
- Kestra Investment Services, LLCJun 2020 to Sep 2023
- Ridgeline Financial PartnersJun 2020 to Sep 2023
- Securities Service NetworkAug 2018 to Jun 2020
- Retirement Visions LLCJun 2018 to Sep 2023
- AXA Advisors, LLCDec 2016 to May 2018
- UnemployedJun 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6648123
- Firm CRD
- 8032