Brian Timothy Beaulieu

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2012 → Present
  Allen Financial Group
  Camden, ME

Previous Registrations

• 2010-01-27 → 2012-03-02
  Centaurus Financial, Inc.
  Searsport, ME
  Fort Lauderdale, FL
• 2008-01-29 → 2009-11-24
  Uvest Financial Services Group, Inc.
  Venice, FL
  Naples, FL
  Sarasota, FL
  Ft. Myers, FL
  Nokomis, FL
  St. James City, FL
  Venice, FL
  Cape Coral, FL
  Charlotte, NC
  Cape Coral, FL
  Cape Coral, FL
  Venice, FL
  Cape Coral, FL
  Cape Coral, FL
  Bradenton, FL
  Cape Coral, FL
• 2004-09-14 → 2008-01-11
  Uvest Financial Services Group, Inc.
  Ellsworth, ME
  Ellsworth, ME
• 2002-09-25 → 2004-09-17
  Pruco Securities, Llc.
  Belfast, ME

Other Businesses

Fixed insurance sales, as of 03/05/2012, Less than 10% of time spent during business hours, conducted at branch location, investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-28
• S65 Uniform Investment Adviser Law Examination
  2001-03-19

Designations

• Chartered Financial Consultant