Stephen LafranceCRD Number: 5314894
Current Firm: Commonwealth Financial Network
Stephen Lafrance (CRD# 5314894) is an Investment Advisor Representative working at Commonwealth Financial Network in High Point, NC and has over 10 years of experience in the finance industry. Stephen Lafrance 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.
Spartan Planning Group
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
|Blakely Financial Inc.||High Point, NC||Mar 2009 - Current||9|
|Commonwealth Financial Network||Waltham, MA||Mar 2009 - Current||9|
|Ubs Financial Services Inc.||Greensboro, NC||Mar 2007 - Mar 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management61,475MILLIONS
Total Number of Accounts261,237ACCOUNTS
Average Account Value$235,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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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