Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-15
  • MA RA
    APPROVED
    Since 2025-10-15

Branch Locations

Stoneham, MA • United States

2 Park Central Drive Suite 310, Southborough, MA 01772 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 03/2016 09/2025
Joe Sent Me Waltham MA 04/2013 09/2025
Bentley University Waltham MA 06/2009 10/2016
Commonwealth Financial Network Waltham MA 09/2025 Present
Financial Foundations Southborough MA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-09
  • S66 Uniform Combined State Law Examination
    2019-02-09
Other Names
  • Lori Campbell

View on SEC IAPD

More in Stoneham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor