Lawrence Amenta (CRD# 2129167) is an Investment Advisor Representative working at Commonwealth Financial Network in Erie, PA and has over 33 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Mar 2020 - Current | 4 |
| Catrabone, Catrabone & Associates | Erie, PA | Mar 2020 - Current | 4 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Nov 1995 - Mar 2020 | 24 |
| Cuna Mutual Group | Waverly, IA | Nov 1995 - Mar 2020 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- PA
-
Total Assets Under Management177,032MILLIONS
-
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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