Danielle F Houle

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

• 09/2011 → 04/2024
  Webster Investments
  Branford, CT
• 10/2011 → 04/2024
  Lpl Financial Llc
  Branford, CT
• 04/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2024 → Present
  Egidio Lennon Wealth Management, Llc
  Cheshire, CT

Previous Registrations

• 2012-02-15 → 2024-05-01
  Lpl Financial Llc
  Essex, CT
  East Haven, CT
  Old Lyme, CT
  Branford, CT
  Westerly, RI
  East Haven, CT
  Guilford, CT
  Orange, CT
  Waterford, CT
  Groton, CT
  New Haven, CT
  West Haven, CT
  New Haven, CT
  Guilford, CT
  Old Lyme, CT
  Bethany, CT
  New Haven, CT
  Old Saybrook, CT

Other Businesses

1. Fixed insurance sales; as of 4/19/2024; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Branford, CT, as of 08/2020; 1% time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Effet Papillon, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/07/2024; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-14
• S63 Uniform Securities Agent State Law Examination
  2011-05-23

Designations

• Certified Financial Planner