Lindsey Rachel Menezes

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

• 06/2019 → 06/2021
  Ameriprise Financial Services, Inc.
  State College, PA
• 08/2015 → 05/2019
  Grove City College
  Grove City, PA
• 05/2018 → 08/2018
  Cigna
  Philadelphia, PA
• 03/2018 → 05/2018
  Grove City College - Mathematics Department
  Grove City, PA
• 05/2017 → 08/2017
  Aetna
  Blue Bell, PA
• 06/2021 → 05/2023
  Securian Financial Services Inc
  Saint Paul, MN
• 06/2021 → 05/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 06/2021 → Present
  Foundations Financial Partners
  Doylestown, PA
• 05/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2021-06-28 → 2023-05-15
  Securian Financial Services, Inc.
  Doylestown, PA
• 2020-09-10 → 2021-06-01
  Ameriprise Financial Services, Llc
  State College, PA

Other Businesses

Fixed insurance sales; as of 05/11/2023; 5% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-26

Other Names

• Lindsey Rachel Harrington
• Lindsey Rachel Menezes
• Lindsey Menezes