Christine Jane Mclean

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:

Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2004-08-18

FL RA
APPROVED

Since 2004-08-18

Branch Locations

16524 Pointe Village Drive Suite 200, Lutz, FL 33558 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Addessi Financial Partners, Inc.	Lutz	FL	09/1998	Present
Commonwealth Financial Network	Waltham	MA	08/2004	Present

09/1998 → Present

Addessi Financial Partners, Inc.

Lutz, FL
08/2004 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

1995-11-02 → 2004-12-13

Avantax Advisory Services

New Port Richey, FL

Other Businesses

1.Fixed insurance sales under name Addessi Financial Partners, conducted at branch, investment related. 2. Addessi Financial Partners, offering tax preparation services, conducted at branch, not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-11-04
S63	Uniform Securities Agent State Law Examination	1995-09-05

S65 Uniform Investment Adviser Law Examination

1996-11-04
S63 Uniform Securities Agent State Law Examination

1995-09-05

Designations

Certified Financial Planner

Other Names

Christene Jane Mclean
Christine Milota

View on SEC IAPD