Lindsey Cannata, financial advisor Rosemont IL
89 score

Lindsey Cannata

CRD Number: 5930624
Current Firm: Commonwealth Financial Network

Lindsey Cannata (CRD# 5930624) is an Investment Advisor Representative working at Commonwealth Financial Network in Rosemont, IL and has over 2 years of experience in the finance industry.

Similar Advisors
Robert Ellis, financial advisor Rosemont IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Rosemont IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Rosemont IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Company Name Location Dates Years
J.p. Cannata & Associates Rosement, IL Dec 2014 - Current 2
Commonwealth Financial Network Waltham, MA Jul 2013 - Current 3
Jp Cannata & Associates Rosemont, IL Jun 2013 - Current 3
Unemployed Rosemont, IL Jun 2013 - Jul 2013 < 1
Augustana College Rock Island, IL Aug 2012 - Jun 2013 < 1
Waddell & Reed Davenport, IA Jun 2012 - Aug 2012 < 1
Augustana College Rock Island, IL Aug 2011 - May 2012 < 1
Cannata Bertucco & Associates Rosemont, IL Jun 2011 - Aug 2011 < 1
Augustana College Rock Island, IL Aug 2009 - Jun 2011 1
Lou Malnati's Pizzeria Bloomingdale, IL Jun 2009 - Aug 2009 < 1
Lake Park High School Roselle, IL Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Lindsey A. Cannata
Phone Number: 781-736-0700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Lindsey Cannata and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.