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Lynne Gnemi

29 Years of Experience
Ruston, LA
BrokerSells Insurance

Lynne Gnemi is a registered investment advisor at Commonwealth Financial Network, based in Ruston, LA, with 29 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

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.

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Location

Ruston, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lynne sells fixed insurance at a branch location, which is investment related. She is also the president and sole member of GNEMI Financial Strategies, LLC, an entity created for securities and insurance business.

Employment History
Current Registrations
Commonwealth Financial Network
July 2005 - Present · 20 yrs 10 mos
Commonwealth Financial NetworkBroker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
November 1996 - July 2005 · 8 yrs 8 mos
State Registrations10 states
ARCAGALAMSNCORSCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Lynne Gnemi - Financial Advisor | TrueAdvisor