Deborah Lane
Deborah Lane is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Bennington, VT, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
160 Benmont Avenue, Bennington, VT, 05201
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Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Deborah is involved in fixed insurance sales, serves as Vice President, 401k plan trustee, and 50% owner of Center Square Asset Management, and is a 50% owner of Center Square Properties, LLC. She also provides tax preparation services and rents commercial property.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Amidon & Petersen Financials, LLC
Charter One Securities, INC.Broker
Troy Financial Investment Services Group, INC.Broker
Charter One Securities, INC.Broker
Lm Financial Partners, INC.Broker
Lm Financial Partners, INC.Broker
First Albany CorporationBroker
Healthcare Community Securities CorporationBroker
Diversified Investors Securities CORP.Broker
Unum Sales CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.