Robert Lareau, financial advisor Springfield MA

Robert Lareau

CRD Number: 5122054
Current Firm: Commonwealth Financial Network

Robert Lareau (CRD# 5122054) is an Investment Advisor Representative working at Commonwealth Financial Network in Springfield, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Main Street Financial Springfield, MA Nov 2021 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Jan 2011 - Nov 2021 10
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2011 - Nov 2021 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Robert P. Lareau
Phone Number: 781-736-0700
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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)
  • Publication of periodicals or newsletters
  • 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, WY

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