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Erin Concorde Babineau

Investment adviser representative at Commonwealth Financial Network
8 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

8 years in the industry.

  1. Blakely FinancialJun 2024 to now
  2. Commonwealth Financial NetworkJun 2024 to now
  3. Turner & Costa, PcMar 2020 to now
  4. Raymond James Financial Services Advisors, IncMar 2024 to May 2024
  5. Raymond James Financial Services, IncMar 2024 to May 2024
  6. Lightship Wealth StrategiesJun 2022 to May 2024
  7. Commonwealth Financial NetworkJun 2022 to Mar 2024
  8. University of Rhode Island - Budget and Financial OfficeSep 2021 to Dec 2021
  9. MFS Investment ManagementJun 2021 to Sep 2021
  10. Commonwealth Financial NetworkJun 2020 to Dec 2020
  11. Babineau Cpa LLCMar 2020 to Jun 2024
  12. Lifetime FitnessAug 2017 to Jun 2020
  13. Private NannyingJul 2016 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (MA).

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
7266927
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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