Peter Gagne
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Vantage Point Financial, LLCJun 2026 to now
- Commonwealth Financial NetworkApr 2022 to now
- Shadduck FinancialMar 2023 to Jun 2026
- Shadduck Financial GroupJan 2021 to Mar 2023
- Stop & ShopMay 2020 to Sep 2020
- Bentley UniversityOct 2018 to Jan 2022
- Pure HockeyNov 2017 to Jul 2021
- UnemployedMay 2017 to Nov 2017
- Xaverian Brothers High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7331067
- Firm CRD
- 8032