Lindsey Rachel Menezes
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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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
11 years in the industry.
- Commonwealth Financial NetworkMay 2023 to now
- Foundations Financial PartnersJun 2021 to now
- Minnesota Life Insurance CompanyJun 2021 to May 2023
- Securian Financial Services IncJun 2021 to May 2023
- Ameriprise Financial Services, Inc.Jun 2019 to Jun 2021
- CignaMay 2018 to Aug 2018
- Grove City College - Mathematics DepartmentMar 2018 to May 2018
- AetnaMay 2017 to Aug 2017
- Grove City CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7120893
- Firm CRD
- 8032