Brian Lahue (CRD# 5258975) is an Investment Advisor Representative working at Commonwealth Financial Network in Corydon, IN and has over 17 years of experience in the finance industry. Brian Lahue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6656510
Brookstone Financial
CRD# 2911331
Edward Jones
CRD# 6900594
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Sep 2022 - Current | 1 |
| Sweet Life Wealth Management | Corydon, IN | Sep 2022 - Current | 1 |
| Lpl Financial LLC | Corydon, IN | Nov 2017 - Sep 2022 | 4 |
| First Harrison Bank | Croydon, IN | Feb 2011 - Sep 2022 | 11 |
| Investment Centers Of America, Inc. | Corydon, IN | Aug 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- IN
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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