Robert Howard Lingenfelser

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

• 10/2005 → Present
  Independent Insurance Agent
  Wexford, PA
• 07/2010 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2010 → Present
  Commonwealth Financial Network
  Wexford, PA

Previous Registrations

• 2009-01-02 → 2010-07-06
  Raymond James Financial Services Advisors, Inc
  Wexford, PA
• 2000-01-07 → 2009-01-02
  Raymond James Financial Services, Inc.
  Wexford, PA
  Ellwood City, PA

Other Businesses

1. FIXED INSURANCE SALES UNDER NAME LINGENFELSER FINANCIAL SERVICES, CONDUCTED AT BRANCH, INVESTMENT RELATED; 2. LINGENFELSER & ASSOCIATES, LLC, OWNER OF SECURITIES AND FIXED INSURANCE OPERATING COMPANY, CONDUCTED AT BRANCH, INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-28
• S63 Uniform Securities Agent State Law Examination
  1979-06-25

Other Names

• Robert Howard Lingenfelser
• Robert H Lingenfelser