Lauren
Macdonald

Commonwealth Financial Network

CRD#7833653
Investment Advisor
in Fairfax, VA

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About this Advisor

Lauren Macdonald is a financial advisor based in Fairfax, Virginia, working with Commonwealth Financial Network. Lauren has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Babson College, The Noble & Greenough School, Reliable Respiratory, Your Cbd Store, Trinity Wealth Securities, LLC, Commonwealth Financial Network, and Aegis Consulting. Lauren has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Lauren is part of Commonwealth Financial Network, which operates out of Fairfax, Virginia. The firm has 1,762 offices and 4,850 employees. Commonwealth Financial Network manages assets totaling $209.7 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Fairfax, VA

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$209,735,339,476

VA Average: $16,012,751,954
Total Number of Employees

4,850

VA Average: 118
Total Number of Accounts

671,650

VA Average: 4,567
Average Account Size

$312,269

VA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lauren Macdonald Work History

2024 - Present (1 year)

Commonwealth Financial Network

2024 - Present (1 year)

Aegis Consulting

2024 - 2024 (< 1 year)

Trinity Wealth Securities, LLC

2023 - 2024 (1 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2022 - 2022 (< 1 year)

Reliable Respiratory

2021 - 2021 (< 1 year)

Your Cbd Store

2019 - 2023 (4 years)

Babson College

2015 - 2019 (4 years)

The Noble & Greenough School

Disclosures

Please visit the SEC profile of Lauren Macdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

John Macdougall
Northfield, MA
Michael Lucenti
San Diego, CA
Barry Goldberg
Suffern, NY
Bobette Scribner
Bradford, VT
Barbara Richards
Brentwood, TN
Thomas Dexter
Gloucester, MA
John Challas
Minneapolis, MN
Robert Waskiewicz
Westford, MA

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